Central banks 2016: more dovish than ever

Presented by

Eric Vanraes, Fixed Income Portfolio Manager at EI Sturdza Investment Funds

About this talk

The presentation will cover the short term outlook and medium term outlook (H2 2016), including the following topics: 1. Macroeconomic outlook (US, Europe, China). Weaker growth everywhere: · Europe is disappointing despite the alignment of planets · The US has probably already reached a peak and will start to decline · China is slowing but will avoid a hard landing 2. Consequences of Central bank policies: Dovish everywhere · QE2 in Europe · Lower rates in China · US: QE4 and/or negative rates 3. How do we manage our Euro and Global bond funds in this environment?

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Eric Sturdza Investments is a multi-boutique provider of investment funds, offering Global, Chinese, Japanese (all cap and large cap) and European (large cap, as well as small / mid cap) equities, as well as a global multi-asset fund and a global fixed income strategy to high net worth individuals, institutions and wholesale investors. The funds / strategies are marketed across Europe and opportunistically in the Middle East and Asia.