Epstein Secrets

Subject: keep in inbox please-- for research email From: Jj Litchford ‹ > Date: Thu, 10 Dec 2015 11:43:06 -0500 To: Paul Morris Stewart Oldfield This December marks both the end of the calendar year and the Fed meeting widely believed to be "the one." With the increasing pr

my portfolio? What should I expect in 2016? How can I position my portfolio in the face of the first rate increase since 2006? In this edition of CIO View, our new CIO Stefan Kreuzkamp explores these topics in-depth and proposes that, while 2016 may pose less favorable market conditions than 2015, dil

ancial LLC Deutsche Bank CIO Strategies Globally diversified multi-asset class portfolios Globally diversified multi asset class portfolios 4015 Paul Morris aag Managing Director Private Banker Joseph Dursi Director Investor Strategist Pau Barti ucci aag Managing Director Portfolio Mana er ecto

ortfolios MIC The Multi Asset Investment Committee (MIC) decides about global lead allocation, currency and duration recommendations based on CIO View and single asset class input. The MIC creates a global cross-asset view which serves as the basis for regional allocation decisions. Source: D

ancial LLC Deutsche Bank CIO Strategies Globally diversified multi-asset class portfolios Globally diversified multi asset class portfolios 4015 Paul Morris aag Managing Director Private Banker ecto (212) 454-0701 Joseph Dursi Director Investment S ecialist Paul Bartilucci aag Managing Director

ortfolios MIC The Multi Asset Investment Committee (MIC) decides about global lead allocation, currency and duration recommendations based on CIO View and single asset class input. The MIC creates a global cross-asset view which serves as the basis for regional allocation decisions. Source: D

earch, George Saravelos, revisits his bearish EUR/USD view in light of large-scale European capital outflows and an impending Fed tightening cycle. Paul Morris Managing Director Deutsche Bank Private Bank Pa.n-io aileron, Securities offered through Deutsche Bank Securities Inc. "Deutsche Bank" means De

s month on Eurozone and Asia ex- Japan equities. More on these topics and on current economic and market developments is in the latest Deutsche AWM CIO View. Supplementary research is also attached, including: • Global Weekly insights - Larry Adam, our US Wealth Management CIO, gives a brief US macro u

Classification: Public Paul Morris Managing Director Deutsche Bank Private Bank Office: 1 Cell: 9 From: Deutsche AWM CIO Office [mailto:[email protected]] Sent: Thursday,

ersion) Importance: High Classification: Public {cid:_l_1784C35C1784BEA0002B8D6DC1257EB5} Dear colleagues, Will she or won't she? In our current CIO View we explain why the Fed is still likely to raise rates this year and what implications this could have for the various asset classes. We draw histor