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The global acceleration in the economy and in earnings should continue to support equities. We expect the US will recover to pre-pandemic levels by mid-2021 and Europe in 2022. At the cusp of a potential multi-year bull market, risk assets are still most attractive to us – though we know strategic discipline will be key to navigating episodic volatility.
Source: Datastream, I/B/E/S, Goldman Sachs Global Investment Research.
Economic evidence suggests that through relatively low-cost face masks and targeted physical distancing measures, economies can recuperate while vaccines and treatments are developed. From an investment perspective, we think this unprecedented moment validates the lessons of strategic discipline, risk management and quality.
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