Epstein Secrets

arket implications: they favor income over growth assets. See page 7 for analyst certification and important disclosures. Click play to view video Global Asset Allocation Jan Loeys AC JPMergan Chase Bank NA John Normand J.P. Morgan Securities plc Nikolaos Panigirtzoglou JP. Morgan Securities plc Mika Inkinen J.P

s and Holly Huffman Key trades and risk: Emerging Market Equity Strategy, Adrian !dowel et al. European Equity Strategy, Mislay Matejka., et at. Flows & Liquidity, Nikos Panigidzoglou et al. 2 EFTA_R1_00470161 EFTA01981559 Jan L Global Asset Allocation The J.P. Morgan View 11 lAv2014 inflation. We expe

Perlman, Daniel A Sent: Friday, August 09, 2013 05:09 PM Eastern Standard Time To: Subject: The J.P. Morgan View : What countries to buy or sell Global Asset Allocation The J.P. Morgan View: What countries to buy =r sell Click here for =he full Note and disclaimers. EFTA_R1_01742400 EFTA02572697 • Asset alloca

t are strong pos=tives. At this point, we see more upside on our European growth forecasts =han in the US. In addition, as we argued in last week's Flows & Liquidity, Who is driv=ng the great rotation?, Aug 2, US investors are moving from fixed inco=e into equities but we are not seeing this rotation in Europe, g

still be buffeted by a steady news flow on wide gaps between each side's position. See page 7 for analyst certification and important disclosures. Global Asset Allocation Jan Loeys AC JPMorgan Chase Bank NA John Normand J.P. Morgan Socunbos plc Mk I P nl Irtz I u J.P. Morgan Secunlies plc Seamus Mac Gorain J.P.

go, we avoided directional longs in our GMOS model equity portfolio due to elevated positions by spec investors (see Charts A 10 and Al2 in today's Flows & Liquidity). We preferred to focus instead on regional and sectoral trades. We stay with the same strategy focusing our recommendations on EM Asia across regi