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"Balanced Model"
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Corpus: 1990-03-17 – 2025-12-01
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EFTA00628633
Dataset 9
2011-05-17
1p
781w
Subject:
Eye on the Market: May 17, 2011
From:
US GIO
To:
Undisclosed recipients:;
…completeness. any yield referencedis indicative and. ubject to change. Past performance isnot a guarantee offuture results. References to the performance or character ofour portfolios generally refer to our
Balanced Model
Portfolios constructed by J.P. Morgan. it is a proxyfor client performance andmay not represent actual transactions or investments in client accounts. The modelportfolio can be implemented across brokerage or managed accounts depending on the unique objectives ofeach client and is serviced through distinct legal entities licensedfor specific activities. Bank…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00628633.pdf
EFTA00751944
Dataset 9
2010-11-18
2p
630w
Subject:
Eye on the Market: Thanksgiving edition, November 18, 2010
From:
US GIO
To:
Undisclosed recipients:;
…completeness, any yieldreferenced ts indicative and. ubject to change. Past performance isnot a guarantee offuture results. References to the performance or character ofour portfolios generally refer to our
Balanced Model
Portfolios constructed by JR Morgan. It is a proxyfor client performance andmay not represent actual transactions or investments in client accounts. The modelportfolio can be implemented across brokerage or managed accounts depending on the unique objectives ofeach client and is serviced through distinct legal entities licensedfor specific activities. Bank. trust…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00751944.pdf
EFTA01181186
Dataset 9
2012-09-16
4p
2,100w
Subject:
J.P. Morgan Macro Skinny: when the S&P becomes a policy tool
From:
US GIO
To:
Undisclosed recipients:;
…abate summarrntrecesiguotewitatistres have been obtainedfrom sources deemed to be reliable, but we do not guarantee their accuracyor completeness, any yield referenced is indicative and subject to change. Past performance is not a guarantee offuture results. References to the performance or character ofour portfolios generally refer to our
Balanced Model
Portfolios constructed by J.P. Morgan. It is a pawl°, client performance andmay not represent actual transactions or investments in client accounts. The modelportfolio can be implemented across brokerage or managed…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01181186.pdf
EFTA01474962
Dataset 10
2p
508w
…Reserve Board postpones rate hike and the pace of subsequent increases will be slow. The Fed and low inflation may force the European Central Bank to continue easing beyond September 2016. Private equity and hedge funds should benefit from the capital market environment. Oil prices climb as slowly as output capacity contracts. Earnings forecasts revised down slightly for developed markets and significantly for emerging markets. Asset allocation of our
balanced model
portfolio for clients based in the Americas: Equities: 50%…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01474962.pdf
EFTA01377489
Dataset 10
2015-08-03
1p
398w
Subject:
RE: DB market outlook research and client conference call details
From:
Stewart Oldfield
To:
Melinda Roy; Jj Litchford
…central bank is most likely to hike rates in September. Bond yields are expected to recover slightly. Markets prove resilient to the Greek crisis Long-term confident on China. Agreement with Iran is likely to add pressure on oil prices. - Trading ranges are key — buy at the bottom, sell at the top. 'Be prepared for opportunities — some cash could be useful. - Asset allocation of our
balanced model
portfolio for clients based in the Americas is as follows: fixed income, 41%…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01377489.pdf
EFTA01474539
Dataset 10
2p
332w
…are: U.S. labor market continues to develop positively. Increasing labor costs contribute to a rise in U.S. core inflation. Increasing divergence in monetary policy. Chinese currency becomes more susceptible to fluctuation. Brazil to stay under pressure. Weak oil price to reignite deflation concerns. Europe's slow but steady recovery on track. Gold price to stay relatively stable. Asset allocation of our
balanced model
portfolio for clients based in the Americas: Fixed income: 40.5%, Equities: 48.5%, Alternatives:…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01474539.pdf
EFTA01457991
Dataset 10
2015-08-03
1p
435w
Subject:
RE: DB market outlook research and client conference call details
…central bank is most likely to hike rates in September. Bond yields are expected to recover slightly. Markets prove resilient to the Greek crisis - Long-term confident on China. Agreement with Iran is likely to add pressure on oil prices. Trading ranges are key — buy at the bottom, sell at the top. - -Be prepared for opportunities — some cash could be useful. Asset allocation of our
balanced model
portfolio for clients based in the Americas is as follows: fixed income, 41%…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01457991.pdf
EFTA01458535
Dataset 10
1p
434w
…Reserve Board postpones rate hike and the pace of subsequent increases will be slow. — The Fed and low inflation may force the European Central Bank to continue easing beyond September 2016. — Private equity and hedge funds should benefit from the capital market environment. — Oil prices climb as slowly as output capacity contracts. — Earnings forecasts revised down slightly for developed markets and significantly for emerging markets. — Asset allocation of our
balanced model
portfolio for clients based in the Americas: Equities: 50%…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01458535.pdf
EFTA01475132
Dataset 10
2015-09-21
51p
11,994w
…Private equity and hedge funds should benefit from the capitalmarket environment. Oil prices climb as slowly as output capacity contracts. Earnings forecasts revised down slightly for developed markets and significantly for emerging markets. -20% -3 to -5% Asset allocation of our
balanced model
portfolio: Commodities 1.0% 10.0% 10.0% 50.0% 50.0% Alternatives* Equities 39.0% EFTA01475133 39.0% Deutsche AWM forecast as of 9/21/15 for September 2016: $55 per barrel of West Texas Intermediate …
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01475132.pdf
EFTA01458243
Dataset 10
2015-09-03
1p
307w
…are: - U.S. labor market continues to develop positively. - Increasing labor costs contribute to a rise in U.S. core inflation. - Increasing divergence in monetary policy. - Chinese currency becomes more susceptible to fluctuation. - Brazil to stay under pressure. - Weak oil price to reignite deflation concerns. - Europe's slow but steady recovery on track. - Gold price to stay relatively stable. - Asset allocation of our
balanced model
portfolio for clients based in the Americas: Fixed income: 40.5%, Equities: 48.5%, Alternatives:…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01458243.pdf
EFTA01387357
Dataset 10
2015-09-08
1p
244w
Subject:
RE: CIO/ Research Email Intro
From:
Melinda Roy
To:
Stewart Oldfield; Paul Morris
…are: - U.S. labor market continues to develop positively. - Increasing labor costs contribute to a rise in U.S. core inflation. - Increasing divergence in monetary policy. - Chinese currency becomes more susceptible to fluctuation. - Brazil to stay under pressure. - Weak oil price to reignite deflation concerns. - Europe's slow but steady recovery on track. - Gold price to stay relatively stable. - Asset allocation of our
balanced model
portfolio for clients based in the Americas: Fixed income: 40.5%, Equities: 48.5%, Alternatives:…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01387357.pdf
EFTA01458532
Dataset 10
2015-10-08
1p
405w
Subject:
RE: Research Intro
From:
Melinda Roy
To:
Stewart 0ldfield I; Paul Morris I I; 1j Utchford
…Reserve Board postpones rate hike and the pace of subsequent increases will be slow. - The Fed and low inflation may force the European Central Bank to continue easing beyond September 2016. - Private equity and hedge funds should benefit from the capital market environment. - Oil prices climb as slowly as output capacity contracts. - Earnings forecasts revised down slightly for developed markets and significantly for emerging markets. - Asset allocation of our
balanced model
portfolio for clients based in the Americas: Equities: S0%…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01458532.pdf
EFTA01458602
Dataset 10
1p
479w
…Europe. 12,5% Credit Macro/CIA• Sources; Deutsche Asset & Wealth Management Investment GmbH, Deutsche Bank AG Filiale London, as of 9/24115. This allocation may not be suitable for all investors. In our
balanced model
portfolio, we currently allocate 10% to alternative investments (see "Portfolio") Please refer to the following interview for the regulatory requirements for the offer or sale of alternative investments. Commodity Trading Advisor :40Y«:., C.:),Athi Ammo.* E.Ii6)610;nobor 2015 CONFIDENTIAL - PURSUANT TO FED. R…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01458602.pdf
EFTA01458254
Dataset 10
2015-08-17
1p
490w
…Sources; Deutsche Asset & Wealth Management Investment GmbH, Deutsche Bank AG Filiale London, as of 8/17/15. This allocation may not be suitable for all investors. In our
balanced model
portfolio, we currently allocate 10% to alternative investments (see - Portfolio- ). Commodity Trading Advisor Credit _ Macre/CM" Please refer to the following interview for the regulatory requirements for the offer or sale of alternative investments. 140 rat. Ce.)1/4*i AmtegiA.E.Ii6x.l.SW4rAtst. CONFIDENTIAL - PURSUANT TO FED. R…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01458254.pdf
EFTA01459025
Dataset 10
2015-11-16
1p
627w
… Filiale London; as of 11/16/2015 United States which are flush with cash and the search for This allocation may not be suitable for all investors. In our growth through acquisition are two of a number of driving
balanced model
portfolio, we currently allocate 10% to alternative elements behind the near-record U.S.-dollar volume in mergers- investments (see "Portfolio"). and-acquisitions (M&A) activity recorded year-to-date. In light Please refer to the following interview for…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01459025.pdf
EFTA01458534
Dataset 10
2015-10-08
1p
393w
Subject:
RE: Research Intro
From:
Jj Litchford
To:
Jj Litchford; Paul Morris; Stewart Oldfield
…Reserve Board postpones rate hike and the pace of subsequent increases will be slow. - The Fed and low inflation may force the European Central Bank to continue easing beyond September 2016. - Private equity and hedge funds should benefit from the capital market environment. - Oil prices climb as slowly as output capacity contracts. - Earnings forecasts revised down slightly for developed markets and significantly for emerging markets. - Asset allocation of our
balanced model
portfolio for clients based in the Americas: Equities: 50%…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01458534.pdf
EFTA01474522
Dataset 10
2015-09-08
8p
1,247w
Subject:
RE: CIO/ Research Email Intro
From:
Melinda Roy <2•Iimlimmuilile
To:
Paul Morris
…are: - U.S. labor market continues to develop positively. - Increasing labor costs contribute to a rise in U.S. core inflation. - Increasing divergence in monetary policy. - Chinese currency becomes more susceptible to fluctuation. - Brazil to stay under pressure. - Weak oil price to reignite deflation concerns. - Europe's slow but steady recovery on track. - Gold price to stay relatively stable. — Asset allocation of our
balanced model
portfolio for clients based in the Americas: Fixed income: 40.5%, Equities: 48.5%, Alternatives:…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01474522.pdf
EFTA01474955
Dataset 10
2015-10-09
7p
1,076w
Subject:
RE: Research Intro
From:
Melinda Roy <
[email protected]
>
To:
Stewart Oldfield
…Reserve Board postpones rate hike and the pace of subsequent increases will be slow. — The Fed and low inflation may force the European Central Bank to continue easing beyond September 2016. — Private equity and hedge funds should benefit from the capital market environment. — Oil prices climb as slowly as output capacity contracts. — Earnings forecasts revised down slightly for developed markets and significantly for emerging markets. — Asset allocation of our
balanced model
portfolio for clients based in the Americas: Equities: 50%…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01474955.pdf
EFTA01474153
Dataset 10
2015-08-03
9p
1,300w
Subject:
RE: DB m h and client conference call details
From:
Melinda Roy
To:
Paul Morris
…central bank is most likely to hike rates in September. Bond yields are expected to recover slightly. Markets prove resilient to the Greek crisis Long-term confident on China. Agreement with Iran is likely to add pressure on oil prices. Trading ranges are key — buy at the bottom, sell at the top. "Be prepared for opportunities — some cash could be useful. Asset allocation of our
balanced model
portfolio for clients based in the Americas is as follows: fixed income, 41%…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01474153.pdf
EFTA01457964
Dataset 10
1p
473w
…short value Sources; Deutsche Asset & Wealth Management Investment GmbH, Deutsche Bank AG Filktle London, as of 7/21115 This allocation may not be suitable for all investors. In our
balanced model
portfolio, we currently allocate 10% to alternative investments (see "Portfolio"). Credit Please refer to the following interview for the regulatory requirements for the offer or sale of alternative investments. it Commodity Trading Advisor 14 0 ittrem... CCA1/4 -e, I LaxticatEcktionitub,w 20'S CONFIDENTIAL — PURSUANT TO FED. R…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01457964.pdf
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Set 9
57
Set 10
19
Set 11
2