Podcast

Podcast: 5-year Expected Returns – The Great Rewiring

The forces shaping the next five years may look very different from those of the recent past. The drive for greater resilience and the rise of AI are reshaping and rewiring supply chains, investment – and work itself. Robeco’s annual Expected Returns publication sets out what this so-called ‘Great Rewiring’ could mean for the world economy, and for major asset classes.

Authors

    Strategist
    Head of Solutions Research

Tune in to our podcast featuring strategist Peter van der Welle and Laurens Swinkels, Head of Solutions Research, as they discuss the outlook for key asset classes and explore the findings of this comprehensive 112-page report. From changing economic dynamics to long-term return expectations, they break down what investors need to know and how to position portfolios for the years ahead.

Video: 5-year Expected Returns 2027-2031

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Important information

This information is for informational purposes only and should not be construed as an offer to sell or an invitation to buy any securities or products, nor as investment advice or recommendation. The contents of this document have not been reviewed by the Monetary Authority of Singapore (“MAS”). Robeco Singapore Private Limited holds a capital markets services license for fund management issued by the MAS and is subject to certain clientele restrictions under such license. An investment will involve a high degree of risk, and you should consider carefully whether an investment is suitable for you.