12-09-2023 · 5-Year outlook

5-year Expected Returns: Triple Power Play

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.

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    Authors

  • Peter van der Welle - Strategist Sustainable Multi Asset Solutions

    Peter van der Welle

    Strategist Sustainable Multi Asset Solutions

  • Laurens Swinkels - Head of Quant Strategy

    Laurens Swinkels

    Head of Quant Strategy

The 135-page outlook suggests investors will need to beware of the increasing tensions between the US and China, renewed friction between capital and labor, and an expected battle between monetary and fiscal policy in the post-Covid and newly inflationary world.

Our experts analyze the likely impact of these power plays on all the major asset classes over the next five years, and whether they will result in one of three potential economic outcomes in base, bull and bear cases. This is the third year in which detailed analysis on the implications of climate change on the global economy and on asset classes has been included.

Four special topics are also discussed in depth, covering machine learning for emerging market equity returns; an analysis of the invisible hand that guides bond markets; how to integrate the SDGs into government bond portfolios; and finding value within long-term trends in thematic investing.

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Leave your details and download Expected Returns here (132 pages)

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