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Expected Returns 2016-2020

BEHIND THE CURVE - THE PRICE OF NORMALIZATION

  • 5.5%
    Equity returns expected over the next five years
    ... more

  • Why technology is a double-edged sword
    ... more

  • How does an aging population affect the economy?
    ... more

Equities set to lead returns over the next five years

Equities will earn 5.5% annually for investors over the next five years, while returns on European government bonds are likely to be -3%. These are the core predictions of Robeco Investment Solutions’ latest Expected Returns outlook for 2016-2020. Read more ...

This publication was issued in September 2015
An update is expected in September 2016

Download full publication Summary

The economic effects of the technological revolution

Changing technology presents a double-edged sword for the world economy. Disruptive start-ups will probably remain important, particularly if new products are deflationary or challenge established players.

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Recession: to ignore or not to ignore?

It's been around six years since the last US recession – which is more than just a coincidence. Recessions now occur far less frequently than they did a hundred years ago and, on average, don’t last as long either. Read more ...

What are the effects of an aging population?

Demographics is a powerful trend. So how does an aging population affect economic inflation? Contrary to popular belief, aging is going to be inflationary, says Chief Economist Léon Cornelissen.

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Euro will bounce back – it’s just a question of when

Over the longer term, exchange rates tend to revert to equilibrium based on differences in levels of inflation. On the basis of this trend we predict that the euro will appreciate versus the dollar and the pound and fall against the yen. Read more ...

Video: ´Still more bullish than bearish´

Interview with Chief Economist Léon Cornelissen and CIO of Investment Solutions Lukas Daalder on the main themes and issues of Robeco’s ‘Expected Returns 2016-2020’.

Watch the video

Behind the curve

Central banks are keen to tighten monetary policy, and tend to exercise caution. Our equity outlook remains unchanged, while the return of inflation and rising rates will eat into sovereign bond returns.

View the infographic
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