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5-year Expected Returns
Savvy Award
2022-2026

5-year Expected Returns

The Roasting Twenties - Things are heating up

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Peter van der Welle

Our optimism linked to technological and economic growth rests on a paradox: it is intertwined with that sinking feeling that climate catastrophe is closing in

Peter van der Welle, Multi-Asset Strategist

5-year return forecast

EUR
USD
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Main
Bear


Our 5-year Expected Returns

Our 5-year Expected Returns includes:

  • The expected returns for all major asset classes for the 2022-2026 period
  • Analysis of market valuations and macro scenarios
  • Introduction of climate as a factor impacting future returns
  • Special topics on central bank policies, crypto currencies and future factor premiums

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

Special topics

In this section we address three questions faced by professional investors.

Special topics

In this section we address three questions faced by professional investors.

Central banks' post-pandemic playbook
Central banks' post-pandemic playbook
Central banks have thrown the proverbial kitchen sink at their fight to mitigate the economic impact of Covid-19.
20-10-2021 | 5ヵ年アウトルック
Some factors are now more equal than others
Some factors are now more equal than others
There is no free lunch when it comes to harvesting factor premiums.
06-10-2021 | 5ヵ年アウトルック
What's so cryptic about cryptocurrencies?
What's so cryptic about cryptocurrencies?
Bitcoin could qualify as digital gold, and the blockchain technology behind it has enormous potential, say quant researcher Laurens Swinkels and strategist Peter van der Welle.
13-10-2021 | 5ヵ年アウトルック
Factoring climate change into Expected Returns forecasts
Factoring climate change into Expected Returns forecasts
The impact of climate change has been factored into the core forecasts in Expected Returns for the first time in the five-year outlook’s 11-year history.
30-09-2021 | 5ヵ年アウトルック

The Executive Summary

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Find out what our expected returns for all major asset classes are in 118 pages.

Our 5-year Expected Returns
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Expected Returns 2022-2026

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