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Epstein File EFTA01452435: Asset (DS10)

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This document is an internal Deutsche Bank Securities investment analysis or presentation authored by Tazia Smith, Director of Key Client Partners - US. It discusses asset allocation strategy, specifically U.S. asset exposure and foreign exchange positioning relative to growth convexity across different countries.

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assetDeutsche Bankclient

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Excerpt 1
file: pic17160.gif) (Embedded image moved to file: pic14741.gif) Tazia Smith Director I Key Client Partners - US Deutsche Bank Securities Inc Deutsche **Asset**
Excerpt 2
1 agree with 50% us exposure. us **asset** convexity to growth is higher than other countries 1 would suggest some levered exposure to the FX of countries

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