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2023-2027

The Age of Confusion

5-year Expected Returns

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Special topics

Global trade, food security, alternative data and the energy transition. Four very different topics, all competing for global investors’ attention.

Special topics

Global trade, food security, alternative data and the energy transition. Four very different topics, all competing for global investors’ attention.

The emerging trade-off in global trade
The emerging trade-off in global trade
The multiplicity of recent shocks is shifting supply chain management away from efficiency towards resilience and sustainability.
Vision
(No) food for thought over soaring prices
(No) food for thought over soaring prices
Rising food insecurity is unsettling markets and fueling inflation.
Vision
From carrier pigeons to AI – gaining an edge with alternative data
From carrier pigeons to AI – gaining an edge with alternative data
Investors increasingly prefer alternative data over more traditional sources.
Vision
The energy transition comes with a price tag
The energy transition comes with a price tag
Decarbonization to achieve net-zero emissions by 2050 will have an inflationary impact.
Vision
Our 5-year Expected Returns

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This year’s Expected Returns publication includes:

  • The expected returns for all major asset classes for the 2023-2027 period
  • A thorough analysis of valuations and macro scenarios
  • How climate change affects the future returns of asset classes
  • Special topics on global trade, food (in)security, alternative data, and the energy transition

For the outlook on long-term steady-state returns, read our Long-Term Expected Returns.
Peter van der Welle

This is the first time since we started publishing the Expected Returns twelve years ago that we expect the developed equity risk premium to be below its steady-state excess return

Peter van der Welle, Multi-Asset Strategist

The Executive Summary (Français)

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Leave your details and download our Expected Returns 2023-2027

Find out what our expected returns for all major asset classes are in 134 pages.

Our 5-year Expected Returns
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