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Decline

12-10-2023 · Webinar

Expected Returns 2024-2028: Beware of the Triple Power Play

Robeco’s flagship publication Expected Returns is highly valued by investors because of its predictive abilities. In such turbulent times, this year’s outlook looks like being no exception. For 2024-2028 we forecast a ‘Triple Power Play’, as three forces combine to potentially rock markets. These are the worsening of relations between the US and China, the friction caused by deploying capital at the expense of labor, and the ongoing battle between fiscal and monetary policy.

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    Authors

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

    Colin Graham

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

  • Peter van der Welle - Strategist

    Peter van der Welle

    Strategist

  • Laurens Swinkels - Head of Solutions Research

    Laurens Swinkels

    Head of Solutions Research

Our experts discuss: 

  1. Why these three particular power plays are important and of most concern

  2. The likely returns of equities, government bonds, credits, commodities and cash

  3. The economic effects of the base case, including the likelihood of a recession

Tune into our webinar, ‘Beware of the Triple Power Play’, to hear our Expected Returns team explain how these three power plays could potentially unfold.

Colin Graham, Head of the Sustainable Multi-Asset Solutions team, Laurens Swinkels, co-author, and Martin van Vliet, strategist, outline the base, bull and bear economic scenarios, and the expected returns of the major asset classes. You can also hear guest speaker Sony Kapoor, Professor of Climate, Geoeconomics and Finance at the European University Institute, share his views on the potential outcomes.

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