HOUSE_OVERSIGHT_025251.jpg
978 KB
Extraction Summary
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People
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Organizations
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Locations
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Events
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Quotes
Document Information
Type:
Financial presentation slide / investment strategy report
File Size:
978 KB
Summary
This document is a UBS financial presentation slide titled 'Cross-asset preferences' bearing the Bates stamp HOUSE_OVERSIGHT_025251. It outlines investment strategies, categorizing Equities, Fixed Income, and Foreign Exchange into 'Most preferred' and 'Least preferred' columns, alongside a pie chart showing portfolio weights for a 'EUR moderate' profile. While the document is part of the House Oversight production (likely related to the Epstein investigation), this specific page contains generic market analysis without naming specific individuals.
Organizations (2)
| Name | Type | Context |
|---|---|---|
| UBS |
Logo present in bottom left corner; creator of the document.
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| House Oversight Committee |
Implied by Bates stamp 'HOUSE_OVERSIGHT_025251'.
|
Relationships (1)
Note mentions 'Portfolio weights are for an advisory client...'
Full Extracted Text
Complete text extracted from the document (1,122 characters)
Cross-asset preferences
Most preferred
Equities
• US
• Western winners from EM growth
• High quality dividend yields
• Event-driven and relative value hedge funds
• Natural gas growth gainers
• US
• Western winners from EM growth
• High quality dividend yields
• Event-driven and relative value hedge funds
• Natural gas growth gainers
Least preferred
• Canada
• Australia
• Canada
• Australia
Fixed income
• US high yield
• Global investment grade credit
• EM corporate bonds
• Event-driven and relative value hedge funds
• US high yield
• Global investment grade credit
• EM corporate bonds
• Event-driven and relative value hedge funds
Least preferred
• Developed market government bonds
• Developed market government bonds
Foreign exchange
• GBP
• Emerging markets (↗)
• GBP
• Emerging markets (↗)
Least preferred
• JPY
• JPY
Commodities
[Blank Section]
[Blank Section]
Portfolio weights
[Pie Chart Data]
Liquidity 10%
High Grade Bonds 7%
Inv Grade Corporates Bonds 9%
High Yield Bonds 6%
Emerging Markets Bonds 3%
Equities Other 6%
EmMa Equities 6%
Equities Europe 23%
Equities USA 10%
Hedge Funds / Private Equity 10%
Real Estate 5%
Commodities 5%
Liquidity 10%
High Grade Bonds 7%
Inv Grade Corporates Bonds 9%
High Yield Bonds 6%
Emerging Markets Bonds 3%
Equities Other 6%
EmMa Equities 6%
Equities Europe 23%
Equities USA 10%
Hedge Funds / Private Equity 10%
Real Estate 5%
Commodities 5%
Note: Portfolio weights are for an advisory client with a "EUR moderate" profile. For portfolio weights related to other risk profiles please contact your client advisor.
[Legend]
↗ Recent upgrades
↘ Recent downgrades
↗ Recent upgrades
↘ Recent downgrades
UBS
4
Please see important disclaimer and disclosures at the end of the document.
HOUSE_OVERSIGHT_025251
Please see important disclaimer and disclosures at the end of the document.
HOUSE_OVERSIGHT_025251
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