Epstein Secrets

Campion ; Derek St- Hilaire ; Julia Rutsch -; Rich Weber ; Justin Crook ; Wolfram Lange ; Andrew

Donna sends what we have, we might take it from there? #3: Julia can get you the data #4: Patrik will send what we have. Please keep in mind that LatAm strategy is currently being renewed with George Crosby on the platform and we can send you an early draft, but work will continue until Feb. Let m

ts and which products. Net new assets from existing clients in 2018; including client location, name of relationship manager, sub-GMT (Americas or LatAm), and which products. All new client-facing staff hired in office location, sub-GMT (Americas or LatAm). Presentations outlining WM Americas' gr

rowing disparity of income and wealth between the rich and the poor (Chart 2), and the loss of national

ater. This time, we expect a sharp selloff with an eventual recovery. Our bearish view on LatAm credits in particular is driven by 1) positioning in LatAm is heavier than in EMEA or Asia — watch outflows from IG crossover investors who will rethink their EM IG investments; 2) their exposure to commoditi

the above mentioned global factors, for the last two years and the years 2013-2014 for the sake of comparison (Chart 64). We find that currencies in LatAm and EEMEA are more exposed to global factors than in Asia. Interestingly, LatAm and EMEA currencies are more sensitive to shocks in commodity prices

ternationally given commodity interlinkages. o European and Asian utilities offer the most abundant and attractive alpha opportunities. o Japan and Latam will be more trading markets over the near term. e Some structural changes will have a global impact (Section 4). o The shale gas and coal price wa

btu), which has led producers to focus on liquids-rich plays and de-emphasize dry-gas production. Accord