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5-year Expected Returns
5-year Expected Returns

The Roasting Twenties

Things are heating up

Thursday 7 October 2021, 16:00 CET/10:00 EDT/15:00 BST

Digital event registration

Find out how the experts see the coming five years

They discuss their forecasts at our digital broadcast event on Thursday 7 October, from 16:00 to 17:30 CET (add to calendar).

This live event will feature an exciting line-up of keynote speakers. 

Tap into the wealth of knowledge and expert views on the opportunities and challenges that lie ahead as the world recovers from Covid-19 and recession over the next five years.

  • A year and a half after the initial Covid-19 outbreak, the world is at a crossroads. Economies around the globe are recovering and technological innovations are boosting optimism. However, such optimism is being tempered, not only by the high degree of macroeconomic uncertainty we are facing, but also by growing awareness of a looming global climate catastrophe.

  • For the first time since its launch in 2011, this year’s Expected Returns publication, entitled ‘The Roasting Twenties – Things are heating up’, now takes into account the impact of climate in the determination of future asset class returns. We will share this publication with you later in September.

Program

Welcome speech by Christoph Von Reiche,
Head of Global Distribution and Marketing

Opening by Beatrice Weder di Mauro,
Professor of economics at the Graduate Institute of International and Development Studies in Geneva

Central banks’ post-pandemic playbook by Martin van Vliet,
Strategist Global Macro

The future of blockchain and cryptocurrencies by David Yermack,
Professor of Finance and Business Transformation at New York University Stern School of Business
& Michiel van Voorst,
co-portfolio manager of Robeco New World Financials and Robeco FinTech

5-year Expected Returns by Peter van der Welle,
Strategist Global Macro
& Laurens Swinkels,
Researcher at Quant Research Team

Bracing for climate change impact by Sonja Saunderson, Chief Investment Officer of Momentum Investments & Lucian Peppelenbos,
Climate Strategist

Moderator Erika van der Merwe


Please note: 
The program is subject to change and may be updated before the event. 
The Robeco 5 year Expected Returns is a fully online event.

 

Speakers

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