• Webinar

Expected Returns 2025-2029: Atlas Lifted

Tectonic plates of the global economy are shifting


Robeco’s flagship publication Expected Returns is highly valued by investors because of its predictive abilities. This year’s five-year outlook is entitled Atlas Lifted, in which we outline how the world economy has moved away from being driven by hyper-individualism and limited government intervention. We anticipate that AI will boost productivity growth, along with a strengthening US economy that will positively impact other regions.

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Authors

    Strategist
    Head of Solutions Research
    Head of Multi Asset & Equity Solutions, Co-Head Investment Solutions

Summary

  • The expected returns of equities, government bonds, credits, commodities and cash
  • The economic effects of the base case, and the impact of declining US exceptionalism
  • Why we see the end of individualism, as limited government has lost its shine

Tune into our webinar to hear the report’s co-authors explain how the new more centrist world could unfold. Our experts will outline the base, bull and bear economic scenarios, and the expected returns of the major asset classes.
You can also hear guest speaker Elliot Harris, Global Economics Expert, Former UN Chief Economist and Assistant Secretary-General for Economic Development, share his views on the potential outcomes from the global economic perspective.

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Expected Returns 2025 - 2029

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