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HOUSE_OVERSIGHT_026574.jpg

A page from a J.P. Morgan Global Asset Allocation report authored by Jan Loeys on November 9, 2012. The document analyzes market conditions following the US presidential election, discussing the 'fiscal cliff,' credit spreads, and foreign exchange trends, while favoring Emerging Markets Asia and Europe over US equities. The document bears a House Oversight Bates stamp.

J.p. morgan global asset allocation report / financial commentary
2025-11-19
Analysis Source

HOUSE_OVERSIGHT_026572.jpg

This document is a J.P. Morgan 'Global Asset Allocation' report dated November 9, 2012, analyzing the market impact of the US Presidential election (Obama vs. Romney). The report discusses asset allocation strategies, noting that markets reacted negatively to the Obama victory and that the 'Romney scenario' is priced out. It lists contact information for several J.P. Morgan analysts and contains a Bates stamp (HOUSE_OVERSIGHT_026572), indicating it was part of a document production for the House Oversight Committee, likely related to the investigation into J.P. Morgan's relationship with Jeffrey Epstein, though Epstein is not mentioned in the text.

J.p. morgan global asset allocation report / financial research
2025-11-19
Analysis Source
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