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Global Cross Asset Strategy – Year Ahead

document TEXT-001-HOUSE_OVERSIGHT_014432.txt Nov 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…th and we think it complements our long EM Asia trade being affected differently by USD strength. The hunt for yield is dead, long live the hunt for yield If yields only rise modestly next year then the hunt for yield will live on. We keep a yield basket in European equities, AT1...