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yst certification and important disclosures. Global Asset Allocation Jan Loeys AC (1-212) 834-5874 [email protected] JPMorgan Chase Bank NA John Normand (44-20) 7134-1816 [email protected] J.P. Morgan Securities ple Nikolaos Panigirtzoglou (44-20) 7134-7815 nikolaos.panigirtzoglou@jpmorga
Page: HOUSE_OVERSIGHT_026572 →come Markets, Pavan Wadhwa and Fabio Bassi Emerging Markets Outlook and Strategy, Joyce Chang Key trades and risk: Emerging Market Equity Strategy, Adrian Mowat et al. Flows and Liquidity, Nikos Panigirtzoglou et al. Description of YTD Chart on front page: Returns in USD. “Local currency. “*Hedged into USD.
Page: HOUSE_OVERSIGHT_026573 →analyst certification and important disclosures. Global Asset Allocation Jan Loeys AC (1-212) 834-5874 [email protected] JPMorgan Chase Bank NA John Normand (44-20) 7134-1816 [email protected] J.P. Morgan Securities plc Nikolaos Panigirtzoglou (44-20) 7134-7815 [email protected]
Page: HOUSE_OVERSIGHT_030848 →amy Global Fixed Income Markets, Fabio Bassi Emerging Markets Outlook and Strategy, Joyce Chang Key trades and risk: Emerging Market Equity Strategy, Adrian Mowat et al. Flows and Liquidity, Nikos Panigirtzoglou et al. Description of YTD Chart on p. 1: Returns in USD. *Local currency. **Hedged into USD. Euro Fi
Page: HOUSE_OVERSIGHT_030849 →The J.P. Morgan View: Local forces are dominating
s within EM and prefer to focus on under-owned markets with good domestic demand story such as Mexico and Malaysia. See "Consensus Asset Allocation", Adrian Mowat and team, Mar 26th. Open overweights in Mexican and Malaysia equities vs MSCI EM. • For long-term investors we just released our quarterly publicatio
Page: HOUSE_OVERSIGHT_031115 →s we think these logistical issues are unlikely to be resolved anytime soon. Jan Loeys (1-212) 834-5874 [email protected] JPMorgan Chase Bank NA John Normand (44-20) 7134-1816 [email protected] J.P. Morgan Securities plc Nikolaos Panigirtzoglou (44-20) 7134-7815 HOUSE_OVERSIGHT_031116 --- PAGE BRE
Page: HOUSE_OVERSIGHT_031116 →Entities connected to both John Normand and Adrian Mowat

Matthew Lehmann
PERSON
JPMorgan Chase
ORGANIZATIONSeamus Mac Gorain
PERSONJan Loeys
PERSON
Malaysia
LOCATIONMSCI EM
ORGANIZATIONNikolaos Panigirtzoglou
PERSON
Leo Evans
PERSONthe Taiwan Securities and Futures Bureau
ORGANIZATIONthe Stock Exchange of Thailand
ORGANIZATION
Cyprus
LOCATIONthe Philippine Stock Exchange
ORGANIZATION
Ecuador
LOCATIONJapan Investment Advisers Association
ORGANIZATION
Philippines
LOCATION
New Zealand
LOCATION
Venezuela
LOCATIONthe Central Bank of Brazil
ORGANIZATION
Hungary
LOCATION
Uruguay
LOCATION