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Sample and methodology
document IMAGES-009-HOUSE_OVERSIGHT_026726.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Sample and methodology The fieldwork for this study was conducted by NMG's strategy consulting practice. Invesco chose to engage a specialist independent firm to ensure high-quality objective results. Key components of the methodology included: - A focus on the key decision...

Time: 09/17/18 07:11:31 AM (558886291)
document IMAGES-009-HOUSE_OVERSIGHT_027410.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Time: 09/17/18 07:11:31 AM (558886291) Flags: 1060865 Is Read: Yes Is Invitation: No GUID: FOE97339-6036-4BC8-BE71-8C9A6D623C09 Message: wear the ACCUSATION of racism etc etc etc Sender: e:[email protected] Time: 09/17/18 07:15:53 AM (558886553) Flags: 1085445 Is Read: N...

From: Thomas Jr., Landon
email IMAGES-012-HOUSE_OVERSIGHT_032694.txt Jan 3, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Thomas Jr., Landon Sent: 1/3/2018 7:17:38 PM To: jeffrey E. [[email protected]] Subject: Re: Importance: — High You be judge -- wasn't here a time when he at least completed sentences? https://www.theatlantic.com/health/archive/2018/01/trump-cog-decline/548759/ On W...

UBS WM Global Chief Investment Officer
document IMAGES-008-HOUSE_OVERSIGHT_025289.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Contact list UBS WM Global Chief Investment Officer Alexander Friedman [email protected] UBS WM Head of Investment Mark Haefele [email protected] UBS WM Global Investment Office Themes / UHNW Asset Allocation Advisory Asset Allocation Discretionary Alternative Inv...

Cross-asset preferences
document IMAGES-007-HOUSE_OVERSIGHT_024139.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Cross-asset preferences Fixed income Commodities 3, UBS Most preferred e US © Western winners from EM growth ® High quality dividend yields e Event-driven and relative value hedge funds ® Natural gas growth gainers e US high yield © Global investment grade credit e Ev...

Concerns over stagflation return
document IMAGES-003-HOUSE_OVERSIGHT_014722.txt Oct 1, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Concerns over stagflation return On the surface, this has been an uneventful year for the US rates market so far. At the start of January, the market was pricing two Fed hikes for the year. Six weeks later, the market is still pricing only two Fed hikes for the year. The yield o...

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

…ment remains subdued. e We remain cautious on Financials - especially Banks and diversified Financials. The need for recapitalization remains a major concern. Strategic (1 to 2 years) e We have a preference for stocks paying high-quality dividends. e We like companies with hi...

target. It is possible that Trump’s election could weaken fiscal discipline in the Eurozone
document IMAGES-003-HOUSE_OVERSIGHT_014736.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

target. It is possible that Trump’s election could weaken fiscal discipline in the Eurozone over the medium term, but we are more concerned by the non-trivial risk that the ECB may disappoint in the December meeting by either not extending quantitative easing (QE) beyond next Mar...

Unauthorized redistribution of this report is prohibited. This report is intended for amanda.ens@bam
document IMAGES-002-HOUSE_OVERSIGHT_014424.txt Mar 2, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] Japan Macro Watch USD/JPY: Buy-on-dip cycle to continue; 115- 120 by end-2017 Buy-on-dip cycle continues While we had acknowledged the risk of the “final JPY strength” th...

likely. Mr. Gray also thinks that concerns over the commercial real estate market
document IMAGES-002-HOUSE_OVERSIGHT_014356.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

likely. Mr. Gray also thinks that concerns over the commercial real estate market may be overdone. e | When asked “What would get you more interested in investing in BX stock?” the most common response was a market pullback (30%), followed by comfort on the direction of the real...

Korea’s nuclear program and missile launches go unchecked. There is rising risk of
document IMAGES-003-HOUSE_OVERSIGHT_014535.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Korea’s nuclear program and missile launches go unchecked. There is rising risk of military incidents—or accidents—in the South China Sea and across the Taiwan Strait. China is the most likely source of global economic shocks over the next two to three years. The country’s lead...

RLK: The trade deficit has a lot of
document IMAGES-009-HOUSE_OVERSIGHT_026874.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

CNN RLK: The trade deficit has a lot of things in there that are not accurate. You look at the iPhone, China will get 6, 10 percent of that, the rest are components that go into China. Services are 40 billion dollars — what Chinese tourists and students pay in the US — not count...

make investments and provide economic opportunities for the
document IMAGES-007-HOUSE_OVERSIGHT_023509.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

23 make investments and provide economic opportunities for the region’s youth, while technology companies interested in new markets could partner with anticorruption groups to aid political mobilization and increase government accountability and transparency. Hollywood and Bolly...

OGE Form 278e (March 2014)
document IMAGES-004-HOUSE_OVERSIGHT_016736.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

OGE Form 278e (March 2014) Instructions for Part 7 Note: This is a public form. Do not include account numbers, street addresses, or family member names. See instructions for required information. iler's Name ; Page Number i Donald J. Trump : 38 of 42 Part 7: Transactions ;...

From: Weingarten, Reid
email TEXT-001-HOUSE_OVERSIGHT_031103.txt Jul 6, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Weingarten, Reid Sent: 7/6/2019 12:50:57 PM To: J [[email protected]] Subject: Re: Have a hysterical wynn-trump issue that will make you laugh Sent from my BlackBerry 10 smartphone. From: J Sent: Saturday, July 6, 2019 8:28 AM To: Weingarten, Reid Subject: Re: dont know...