2027-2031

The Great Rewiring

5-year Expected Returns

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This year’s publication includes

  • The expected returns for all major asset classes for 2027-2031

  • Macro analysis on three dimensions of rewiring trade, capital and production

  • A chapter on climate and the likely impacts of physical and transition risks

  • Our base, bull and bear cases, and four special topics

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Special topics

Video: 5-year Expected Returns 2027-2031

The economic architecture is changing from a ‘just-in-time’ efficiency to a ‘just-in-case’ resiliencePeter van der Welle
Peter van der Welle
Strategist

Summary & Long-Term Returns

Download this year’s summary. For an outlook on the long-term steady-state returns, read our Long-Term Expected Returns.

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Download Long-Term Expected Returns

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