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.
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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.
Peter van der Welle
Strategist Sustainable Multi Asset Solutions
Laurens Swinkels
Head of Quant Strategy
Colin Graham
Co-Head of Sustainable Multi Asset Solutions
Authors
In the webinar, you will learn:
The expected returns of equities, government bonds, credits, commodities and cash
The economic effects of the base case, and the impact of declining US exceptionalism
Why we see the end of individualism, as limited government has lost its shine
