29-09-2021 · Insight

5-year Expected Returns: the Roasting Twenties

Things are heating up and our tech optimism is intertwined with that sinking feeling that climate catastrophe is closing in. Climate change will impact society, politics and business. It will shake up the corporate landscape.

Download the publication

    Authors

  • Peter van der Welle - Strategist Sustainable Multi Asset Solutions

    Peter van der Welle

    Strategist Sustainable Multi Asset Solutions

Nikola Tesla’s invention of alternating current has provided the backbone for modern electric transmission, including in the cars that bear his name. He came to prominence in the 1920s, when he predicted the rise of wireless technology. That decade became known as the Roaring Twenties as it was marked by massive economic expansion following the First World War.

A century later, we are also facing a period of potential boom following an international crisis. However, any recovery could not be described as ‘roaring’, as we face a far greater crisis – that of escalating climate change.

That’s why we’ve dedicated a large part of our new Expected Returns 2022-2026 outlook to climate change, and called it ‘The Roasting Twenties: things are heating up’. The outlook has factored in the consequences of global warming into its forecasts for all the major asset classes for the first time in its 11-year history.

Best Investment Paper 2021

Best Investment Paper 2021

Savvy Investor Awards 2021

5yer-expected-returns-the-roasting-twenties-300x200px.webp

Download the publication

Important information

The contents of this document have not been reviewed by the Securities and Futures Commission ("SFC") in Hong Kong. If you are in any doubt about any of the contents of this document, you should obtain independent professional advice. This document has been distributed by Robeco Hong Kong Limited (‘Robeco’). Robeco is regulated by the SFC in Hong Kong. This document has been prepared on a confidential basis solely for the recipient and is for information purposes only. Any reproduction or distribution of this documentation, in whole or in part, or the disclosure of its contents, without the prior written consent of Robeco, is prohibited. By accepting this documentation, the recipient agrees to the foregoing This document is intended to provide the reader with information on Robeco’s specific capabilities, but does not constitute a recommendation to buy or sell certain securities or investment products. Investment decisions should only be based on the relevant prospectus and on thorough financial, fiscal and legal advice. Please refer to the relevant offering documents for details including the risk factors before making any investment decisions. The contents of this document are based upon sources of information believed to be reliable. This document is not intended for distribution to or use by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. Investment Involves risks. Historical returns are provided for illustrative purposes only and do not necessarily reflect Robeco’s expectations for the future. The value of your investments may fluctuate. Past performance is no indication of current or future performance.