EFTA01059651.pdf

From: "Ens, Amanda" To: "Jeffrey E." <jeevacationggmail.com> Subject: 1:1 meeting with our head of European and cross asset strategy next Thursday/Friday? Date: Tue, 06 Dec 2016 15:52:52 +0000 Attachments: Global_Cross_Asset_Strategy_-_Year_Aheads _The_Trump_inflection.pdf; European_Equity_Strategy_-_2017_year_aheads _Refining_the_reIlation_rotation.pdf Jeffrey, Our European and cross asset strategist is visiting NY from London next Thursday and Friday. Would you like a 1-on-1 meeting if you're in town? I've attached his latest reports. Bio: James Barty joined the bank in March 2015 as Managing Director and head of European Equity Strategy. Previously he was a Principal and head of Macro Strategy at Arrowgrass Capital Partners UP; head of Global Equity Strategy and Asset Allocation at Deutsche Bank; and head of European Equity Strategy and co-head of Global Economics, both at Deutsche Bank. He has a master's in economics from Warwick University and an MA in philosophy, politics and economics from Oxford University. Current themes include • Important themes to hedge • Update on multi asset, longer-term portfolio of ideas • Does the pro-cyclical/reflationary trade still have legs through 2017? • How high can yields go? • Will Europe be left out of the inflation party? • What does the de-dollarisation of the world mean for different regions/asset classes? • Thematic trades in equities, rates, FX and credit for 2017 • Global, cross asset, investor positioning and sentiment • There is USDltrn of multi asset AuM in Europe, what are these clients thinking? Regards, Amanda Amanda Ens Director I Global Equities Bank of America Merrill Lynch Merrill Lynch, Pierce, Fenner & Smith Incorporated This material was prepared by Sales personnel of Bank of America Merrill Lynch and is subject to the terms available at the following link: httpilcorp.bonkofamerica.comlbusinessismbltandinqlemaltdisclaimerlamericasiglobal-markets This message, and any attachments, is for the intended recipient(s) only, may contain information that is privileged, confidential and/or proprietary and subject to important terms and conditions available at http://www.bankofamerica.com/emaildisclaimer. If you are not the intended recipient, please delete this message. EFTA01059651