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Global Asset Allocation
document IMAGES-009-HOUSE_OVERSIGHT_026577.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…8 21 9.0 -90 12.0 70 9.0 83 8.0 76 12 Venezuela 42 5.0 0.0 10.1 0.6 3.5 0.0 40 0.0 3.0 28.5 22.3 18.5 30.2 Asia/Pacific Japan -07 17 0.1 53 0.7 -3.5 -20 0 16 Le -03 0.2 0.0 -0.2 Australia 21 3.5 25 56 26 15 18 3.8 25 18 3.1 2 17 27 New Zealand 13 26 29 44 23 15 S5 3.7 3.3 2.0 8 0...

™@ Increased government focus on education. In many countries, per student public spending on
document IMAGES-008-HOUSE_OVERSIGHT_024503.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… countries with declining populations. \|n countries that have had low fertility rates for several generations, such as Japan and Italy, there often exists a large family structure supporting a single child. KUE believes that this leads to several family members (e.g., both paren...

That was fun , see you in 3 weeks
email TEXT-001-HOUSE_OVERSIGHT_031569.txt May 19, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

…and not by promoting nationalist tendencies at home. He has a decent record of reaching out to other countries, notably Japan, in his time as chief minister of Gujarat. Since his victory on May 16th he has fielded calls from Barack Obama, David Cameron and a host of other global...

—=_. NCT Convention
document IMAGES-011-HOUSE_OVERSIGHT_031360.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…protected environment and promote sustainable development of our societies NCT aims to promote and encourage travels to Japan as well as assisting Japan to become the world’s leader in environmental issues and environmental technologies. #NCT will support activities to improve c...

Jan Loeys Global Asset Allocation
document IMAGES-009-HOUSE_OVERSIGHT_026576.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…5 2.00 2.15 2.25 2.25 3.9% United Kingdom Repo rate 0.50 0.50 0.50 0.50 0.50 0-year yields 1.74 2.20 2.30 2.35 2.35 29% Japan Overnight call rate 0.05 0.05 0.05 0.05 0.05 0-year yields 0.73 0.85 0.90 0.95 1.00 2.0% GBI-EM hedged in $ Yield - Global Diversified 5.64 6.00 13% Credi...

Is France in decline?
email TEXT-001-HOUSE_OVERSIGHT_026980.txt Jun 23, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

…aBiR4%7C1_1dXO6dY8JDP%7C1_jvMiyyezdfj%7C1_1nuMS3vMEnQ%7C1_8KxOQczUk1m&ty=1&ty_data=XBNXmVRAbZx&uid=aCOK0CLsX1Z&v=0> In Japan, is it rude to leave a shop or restaurant without saying anything if you do not speak Japanese? <https://www.quora.com/qemail/track_click?al_imp=eyJ0eXBlI...

The combination of these factors suggest Japanese equities have further to run. We also
document IMAGES-002-HOUSE_OVERSIGHT_014448.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

The combination of these factors suggest Japanese equities have further to run. We also see the position as being complementary to our EM position since whereas a stronger USD is a drag on EM performance, it is beneficial for the NKY position. Chart 31: Japan equities have outpe...

Global Asset Allocation
document IMAGES-011-HOUSE_OVERSIGHT_030849.txt Mar 28, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ocal issues must be monitored and understood, though, to decide how to allocate capital and risk. Just to review a few, Japanese policy makers continue to present a concerted plan to reflate their economy through monetary, fiscal and structural measures. The strong control of the...