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17-10-2024 · 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.

Watch now


    Authors

  • Peter van der Welle - Strategist

    Peter van der Welle

    Strategist

  • Laurens Swinkels - Head of Solutions Research

    Laurens Swinkels

    Head of Solutions Research

  • Colin Graham - Head of Multi Asset & Equity Solutions, Co-Head Investment Solutions

    Colin Graham

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

In the webinar, you will learn:

  1. The expected returns of equities, government bonds, credits, commodities and cash

  2. The economic effects of the base case, and the impact of declining US exceptionalism

  3. 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.

Watch now


Expected Returns 2025 - 2029

Robeco

Robeco aims to enable its clients to achieve their financial and sustainability goals by providing superior investment returns and solutions.

Important information: This website is prepared and issued in Australia by Robeco Hong Kong Limited (ARBN 156 512 659) (‘Robeco’) which is exempt from the requirement to hold an Australian financial services licence under the Corporations Act 2001 (Cth) pursuant to ASIC Class Order 03/1103. Robeco is regulated by the Securities and Futures Commission under the laws of Hong Kong and those laws may differ from Australian laws. The information on this web page is provided to you because Robeco reasonably believes that you are a "wholesale client" within the meaning of that term under section 761G(4) of the Corporations Act 2001 (Cth) ("Corporations Act") and not any other class of persons. This information is not an advertisement and is not intended to induce retail clients to acquire Robeco products. Retail clients who are interested in Robeco products should contact their financial adviser.