From: Amanda Kirby <i, To: Paul Moris (iiiiii- Subject: October 2013- INVESTMENT INSIGHTS Date: Thu, 03 Oct 2013 15:05:30 +0000 Attachments: Investment_Insights 10 2013 _US.pdf Inline-Images: mime_part_1.gif; mime_part_2.gif; mime_part_3.gif Classification: Public October 2013- INVESTMENT INSIGHTS Investment Insights is a collaborative effort based on ongoing discussions among GIC members regarding the global economy, capital markets, asset classes, high conviction ideas, themes and risk management. This issue includes: -Introduction from the ClO -Regional Perspective -House View: -Macroeconomics -Investment Implications -Asset Allocation -Forecasts and current data summarized -High Conviction Ideas -Key Contacts: Global Investment Committee (GIC) Wealth Management It is our goal to provide you with a timely piece that represents the best thinking of the PWM Global Investment Committee. | welcome your feedback on Investment Insights. Best, FS hal PS al Benjamin Pace U.S. Chief Investment Officer / Head, Global Investment Solutions-Americas Deutsche Bank Trust Company Americas Private Wealth Management a ~ lp y contain confidential an i recipient (or hav i immedi and destroy this sure or distribution of the communication is strictly forbidden. material in this EFTA00382015

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