GIM - European Fixed Income In 2021: Focused On Recovery And Politics

• We are still grappling with the ravages of COVID-19, but vaccinations are being administered across the globe and should help bring confidence - and economic growth - back later in the year.
• Europe will almost assuredly see a double-dip recession, but that is due to lockdowns that are still in place.
• While we expect the economy to bounce back, the markets are likely to be volatile in the coming year. We currently believe it's prudent to keep some cash at hand to deploy when opportunities arise.

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