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enforceability of existing corporate governance rules and a lack
document IMAGES-001-HOUSE_OVERSIGHT_012093.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…trate the managerial power into the board’s chairman, a member of the founding family. The chairman’s control over all subsidiaries of the conglomerate through the management council and appointment of management of all affiliated firms has been a serious concern for minority sha...

Important Disclosures
document IMAGES-002-HOUSE_OVERSIGHT_014429.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Disclosures Important Disclosures FUNDAMENTAL EQUITY OPINION KEY: Opinions include a Volatility Risk Rating, an Investment Rating and an Income Rating. VOLATILITY RISK RATINGS, indicators of potential price fluctuation, are: A - Low, B - Medium and C - High. INVESTMENT RATINGS r...

Trump’s effect on MXN
document TEXT-001-HOUSE_OVERSIGHT_010609.txt Sep 22, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…port and should understand that statements regarding future prospects may not be realized. Any decision to purchase or subscribe for securities in any offering must be based solely on existing public information on such security or the information in the prospectus or other offer...

Important Disclosures
document IMAGES-007-HOUSE_OVERSIGHT_023094.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…port and should understand that statements regarding future prospects may not be realized. Any decision to purchase or subscribe for securities in any offering must be based solely on existing public information on such security or the information in the prospectus or other offer...

Japan Macro Watch
document TEXT-001-HOUSE_OVERSIGHT_014424.txt Nov 14, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…port and should understand that statements regarding future prospects may not be realized. Any decision to purchase or subscribe for securities in any offering must be based solely on existing public information on such security or the information in the prospectus or other offer...

USA Student Achievement Rankings* in Mathematics / Science
document IMAGES-006-HOUSE_OVERSIGHT_021032.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

USA Student Achievement Rankings* in Mathematics / Science Have Fallen vs. Other OECD Countries Mathematics Ranking* Science Ranking* 2000 2009 2000 2009 i Japan S. Korea 1 Korea Finland 2 S. Korea Finland 2 Japan Japan 3 New Zealand Switzerland 3 Finland S. Korea 4 Finland J...

There are actually two messages here. The first is very
document IMAGES-011-HOUSE_OVERSIGHT_031131.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

VVVVVVVVVVVVVVVV VV VV VV VV VV VV VV VV VV VV VV VV VV VV VV VV VV VV VV VV VV VV VV VV VV VV VV VV VV VV VV There are actually two messages here. The first is very interesting, but the second is absolutely astounding - and explains a_ lot. A recent "Investor's Business Daily...

European Equity Strategy
document TEXT-001-HOUSE_OVERSIGHT_014460.txt Dec 1, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…in German yields peaked at +2.9SD on the same basis. We found 11 comparable episodes since 1980. Equity market returns subsequent to the peak rate of change in bunds were moderately positive – a median European Equity Strategy | 01 December 2016 17 +1.0% after 3 months and +3.7%...

Global Cross Asset Strategy – Year Ahead
document TEXT-001-HOUSE_OVERSIGHT_014432.txt Nov 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…port and should understand that statements regarding future prospects may not be realized. Any decision to purchase or subscribe for securities in any offering must be based solely on existing public information on such security or the information in the prospectus or other offer...

ClO WM Global Investment Office
document IMAGES-008-HOUSE_OVERSIGHT_025247.txt Oct 25, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

2 UBS ClO WM Global Investment Office El ClO monthly video www.ubs.com/cio-video For smartphone users: scan the code with an app like "scan" 7 UBS CIO Monthly Extended November 2012 Published This report has been prepared by UBS AG. Please see important disclaimers and di...

Commodities overview
document IMAGES-007-HOUSE_OVERSIGHT_024169.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Commodities overview Commodities -— Key points 36 UBS Broadly diversified commodity indices, which declined by about 10% in May, found some support in June. The sideways move was visible across all commodity sectors, with gold (precious metals) delivering a temporary price upt...

Euro Stoxx (27 June): 217 (last month: 215)
document IMAGES-007-HOUSE_OVERSIGHT_024150.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Eurozone equities Euro Stoxx (27 June): 217 (last month: 215) UBS View Euro Stoxx (6-month target): 223 ¢ The crisis in the Eurozone will remain the main driver in the coming months. After the elections in Greece, progress on the reform program will be closely monitored. Spain a...

S&P 500 (24 Oct): 1,409 (last publication: 1,433)
document IMAGES-008-HOUSE_OVERSIGHT_025261.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

US equities S&P 500 (24 Oct): 1,409 (last publication: 1,433) UBS View S&P 500 (6-month target): 1,460 ¢ We keep our preference for US equities relative to other developed equity markets. Earnings continued to hold up better than in other regions during the recent economic slow...

High yield corporate bonds
document IMAGES-008-HOUSE_OVERSIGHT_025274.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

High yield corporate bonds Preference: overweight Spread USD HY (24 Oct): 540bps (last month: 573bps) UBS View USD HY spread target (6-month): 475bps ¢ We reiterate our spread target of 475bps based on still robust corporate fundamentals, a favorable technical backdrop and the...

Preference: neutral
document IMAGES-008-HOUSE_OVERSIGHT_025262.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Eurozone equities Preference: neutral Euro Stoxx (24 Oct): 247 (last publication: 247) UBS View Euro Stoxx (6-month target): 249 ¢ We keep our neutral stance on Eurozone equities. While the sovereign debt crisis remains a risk factor (see slide 8), the conditional bond buying...