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Recommended tactical asset allocation
document IMAGES-008-HOUSE_OVERSIGHT_025252.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Recommended tactical asset allocation Tactical asset allocation deviations from benchmark* Currency allocation underweight neutral overweight underweight neutral overweight TooToo ToT Cash USD | Equities total oi EUR US Eurozone | GBP g UK | JPY a = Japan | u P CHF Switzerland |...

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...

Centre De Formation Technique Pour
document IMAGES-005-HOUSE_OVERSIGHT_019450.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… De Formation Technique Pour L’Avancement Des Jeunes Du Sud’Est Inc. Executive Summary For Haiti to become an economically independent nation from donors and foreign aid there needs to be support for private industry to establish itself and flourish. At one point in its history...

Director | Global Equities
document IMAGES-002-HOUSE_OVERSIGHT_014399.txt Nov 18, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Amanda Ens Director | Global Equities Bank of America Merrill Lynch Merrill Lynch, Pierce, Fenner & Smith Incorporated Japan Investment Strategy Nikkei to 20,000: Inventory cycle upturn — cyclicals; inflation — banks, insurance Investment Strategy 18 November 2016 Key tak...

Since the trough of the global financial crisis in
document IMAGES-003-HOUSE_OVERSIGHT_014539.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Half Full Since the trough of the global financial crisis in March 2009, US equities have returned nearly 300%, producing one of the longest bull markets in the post-WWII period and outperforming all other major developed and emerging market country equities. US equities have al...

13 St. George, Donna. “Holidays for All: Asian Students Ask for a Day Off on Lunar New Year.” Washin
document IMAGES-006-HOUSE_OVERSIGHT_020486.txt Jul 8, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

27 13 St. George, Donna. “Holidays for All: Asian Students Ask for a Day Off on Lunar New Year.” Washington Post. July 8, 2018. https://www.washingtonpost.com/local/education/holidays-for-all-asian-students-ask -for-a-day-off-school-on-lunar-new-year/2018/07/08/e7f3d004-7bf3-11e...

savings account, and more likely to bet the farm on a bad investment
document IMAGES-010-HOUSE_OVERSIGHT_030284.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

17 savings account, and more likely to bet the farm on a bad investment. But the bias also protects and inspires us: it keeps us moving forward rather than to the nearest high-rise ledge. Without optimism, our ancestors might never have ventured far from their tribes and we migh...

Under our base case, which assumes a rebound in oil prices towards $70 from 2020, we
document IMAGES-003-HOUSE_OVERSIGHT_014881.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Under our base case, which assumes a rebound in oil prices towards $70 from 2020, we see fair value as reasonably around $80 per share. If non-producing asset value is included {around $3bn or ~$9/sh), we estimate this would be closer to $90. Table 3: At our base case, we see fa...

Bitcoin’s Recent Performance is Suggestive of Bubble Territory Division
document IMAGES-008-HOUSE_OVERSIGHT_025682.txt Oct 28, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ritory since early this year. (1) Peter C.B. Phillips, Shu-Ping Shi and Jun Yu, “Testing for Multiple Bubbles: Historical Episodes of Exuberance and Collapse in the S&P 500,” International Economic Review, Oct 28, 2015. Source: Investment Strategy Group, Bloomberg. 19 HOUSE_OV...

it was in a class of soon-to-be investment
document It helps to know where it all started. Strangely enough House Oversight Committee — Epstein Estate Records (Nov 2025)

it was in a class of soon-to-be investment