We’re moving from an age of elasticity to an age of plasticity, in a Great Rewiring of the global economy. It’s bringing an historic shift, prompted in part by the Middle East conflict and the rise of artificial intelligence. That’s the main theme of the 16th edition of our five-year outlook, Expected Returns 2027-2031.
We’re in both an age of enlightenment and an age of turmoil. The progression embodied in artificial intelligence is being met with the regression of incoherent and threatening policies from the US. That’s why we’ve called this 15th edition of Expected Returns ‘The Stale Renaissance’ to reflect this paradox.
Robeco is pleased to launch the 14th edition of its flagship annual publication, Expected Returns 2025-2029. This year’s edition, titled Atlas Lifted, delves into the transformative economic landscape of the next five years.
Robeco is pleased to launch the 13th edition of its flagship annual publication, Expected Returns 2024-2028. The title this year is ‘Triple Power Play,’ in which our experts predict that three separate but overlapping forces are set to dominate markets over the next five years.
Welcome to terra incognita, a new era in which the certainties that a generation of investors have grown so used to have started to crumble before our very eyes. Confusion has taken center stage on financial markets.
Things are heating up and our tech optimism is intertwined with that sinking feeling that climate catastrophe is closing in. Climate change will impact society, politics and business. It will shake up the corporate landscape.
Few would doubt that the Covid-19 pandemic has completely changed the world. The kind of world we are now entering will be very different from the one we have left, making it much harder for investors to navigate the likely conditions for the major asset classes.
This year’s theme of our 5-year outlook, ‘Escaping the hall of mirrors’, is inspired by the peculiar conditions investors face in today’s financial markets. Central banks have been very central indeed and dictated market outcomes for a long time. Has their role changed recently – to merely reacting to what markets seem to demand?
Download our Expected Returns 2019-2023 report (116 pages). This publication includes our five-year investment outlook for all major asset classes. In five special features we also look at some of the tough questions professional investors face today.
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