01-10-2019 · 5-Year outlook

5-year Expected Returns: Escaping the hall of mirrors

This year’s theme of our 5-year outlook, ‘Escaping the hall of mirrors’, is inspired by the peculiar conditions investors face in today’s financial markets. Central banks have been very central indeed and dictated market outcomes for a long time. Has their role changed recently – to merely reacting to what markets seem to demand?


  • Peter van der Welle

    Strategist Sustainable Multi Asset Solutions

Download our Expected Returns 2020-2024 report (116 pages). This publication includes our five-year investment outlook for all major asset classes. In four special features we also look at some of the tough questions professional investors face today.

Best Asset Allocation Paper 2019

Best Asset Allocation Paper 2019

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