UBS Evidence Lab Survey: CapEx budget outlook solid post-election; Health IT remains priority Operating leverage turns negative Financials hold up while metrics weaken Sustainable growth in FY17 & beyond Have mobile FCF's peaked? Australasian Morning Highlights Another mid-year bump to guidance UBS Evidence Lab: Up-selling protection products to drive NBV growth; Internet not a major threat Line in the sand The Renewable Cost Deflation Trends Continue