Full-text search

Results for “Investment Strategy Group”

Search across the indexed text of every released document.

2,506 documents found

time, hold a trading position (long or short) in the securities and financial instruments discussed
document IMAGES-003-HOUSE_OVERSIGHT_014950.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… contract between the recipient and MLPF&S for the provision of research services for a separate fee, o be acting as an investment adviser, such status relates, if at all, solely to the person with whom MLPF&S pecifically in writing by MLPF&S). MLPF&S is and continues to act sole...

indicators of future results
document IMAGES-007-HOUSE_OVERSIGHT_024178.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…r marketing and information purposes. Opinions expressed herein are those of UBS Wealth Management & Swiss Bank's Chief Investment Office. The information does not constitute UBS financial research. The statutory regulations regarding independence of financial research are not ap...

Sovereign segmentation is crucial to understanding Investment sovereigns
document IMAGES-009-HOUSE_OVERSIGHT_026682.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Sovereign segmentation is crucial to understanding Investment sovereigns attitudes and responses to external themes Investment sovereigns do not have any liabilities, Economic challenges affect sovereigns differently, allowing for long time horizons and high exposure to accordin...

Kathy LaPorte, (52), Venture Partner, is an angel investor in the Digital Health space focusing
document IMAGES-007-HOUSE_OVERSIGHT_024025.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

OTHER INVESTMENT PROFESSIONALS Kathy LaPorte, (52), Venture Partner, is an angel investor in the Digital Health space focusing on evaluating and mentoring start-ups developing digital technology solutions for healthcare consumers, providers, payers and the pharmaceutical/medical...

Similarly, a strategy for player 2 dictates whether he will continue or exit as a function
document IMAGES-009-HOUSE_OVERSIGHT_026525.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Similarly, a strategy for player 2 dictates whether he will continue or exit as a function of everything player 1 has done in the past. One relatively simple strategy for player 2 is to continue so long as player 1 has cooperated. If both players play according to this pair of st...

certain factors beyond the control of the portfolio company and the General Partner. The
document IMAGES-007-HOUSE_OVERSIGHT_024073.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…cceptance and obsolescence or other developments that may adversely affect their performance. Illiquidity of Portfolio Investments Investments by the Fund generally will be illiquid securities acquired through privately negotiated transactions. The Fund may be unable to realize...

Article 1. The Cairo Review of Global Affairs
document TEXT-001-HOUSE_OVERSIGHT_030531.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

 20 April, 2011 Article 1. The Cairo Review of Global Affairs The Israeli-Palestinian Conflict Now William B. Quandt Article 2. Foreign Policy The United States' heavy-handed efforts to help Israel at the U.N. Colum Lynch Article 3. The Washington Post Time to up the ante on Eg...

Last year witnessed a growing repudiation of
document IMAGES-003-HOUSE_OVERSIGHT_014571.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…Business Cycle Trough Data as of December 2016. Note: The recovery is measured from the business cycle trough. Source: Investment Strategy Group, National Bureau of Economic Research. United States: Age Is Just a Number The US economic expansion is getting old by historical st...

Exhibit 85: Moody’s Liquidity Stress Index and
document IMAGES-003-HOUSE_OVERSIGHT_014603.txt Nov 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

… Liquidity Stress Indexes fall when corporate liquidity appears to improve and rise when it appears to weaken. Source: Investment Strategy Group, Moody’s. Exhibit 86: Cumulative US High Yield Debt Maturity by Year Less than 10% of existing debt matures in the next two years....

It follows that if real GDP is understated, then
document IMAGES-003-HOUSE_OVERSIGHT_014548.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…° We point to three examples to illustrate the mismeasurement argument. First, our colleagues in Goldman Sachs’ Global Investment Research (GIR) have pointed out that the official price indices for information and communication technology show an implausible gap between the pric...

Exhibit 23: Policy Rate Path Projections
document IMAGES-003-HOUSE_OVERSIGHT_014560.txt Dec 31, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

… 2016. Note: For informational purposes only. There can be no assurance that the forecasts will be achieved. Source: Investment Strategy Group, Bloomberg, Goldman Sachs Global Investment Research, Federal Reserve. rate hikes should the economy weaken, and will pick up the pa...

Exhibit 19: US Equity Volatility
document IMAGES-003-HOUSE_OVERSIGHT_014553.txt Dec 31, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…December 31, 2016. Note: The red arrows show the S&P 500's (SPX's) peak-to-trough declines around each episode. Source: Investment Strategy Group, Bloomberg. 45.8 (5/20/10) 48.0 Me 407 (8/24/15) 28.1 26.3 (10/15/14) 26.7 (6/1/12) 147 143 12.0 ears ait) (3/26/12) gunn arming...

Global Cross Asset Strategy —- Year Ahead Bankof America
document IMAGES-002-HOUSE_OVERSIGHT_014432.txt Nov 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Cross Asset Strategy —- Year Ahead Bankof America The Trump inflection ape ce Investment Strategy 30 November 2016 Corrected Key takeaways ee « Market response to Trump is logical but moves have been frontloaded. We now see USD & rates only modestly higher next year. Jam...

Uncertain market direction has challenged
document IMAGES-009-HOUSE_OVERSIGHT_026691.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…s performance. Additionally, in many cases allocations to illiquid assets were approaching restrictions put in place by investment boards, with little room to further tilt to risk classes. Such uncertainty over investment strategy means that very few sovereigns are willing to ad...

Invesco is a leading independent global investment
document IMAGES-009-HOUSE_OVERSIGHT_026727.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Invesco Invesco is a leading independent global investment management firm, dedicated to helping investors achieve their financial objectives. With offices globally, capabilities in virtually every asset class and investment style, a disciplined approach to investment management...