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5-year Expected Returns

2019-2023

Patience is a virtue

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5-year Expected Returns 2022 - 2026: The Roasting Twenties

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In our 116-page outlook, we present our forecasts for the 5-year Expected Returns for all major asset classes.


Return on developed market equities

4.00%

Return on emerging market equities

4.50%

Return on Euro Government Bonds

-1.25%

Annual returns denominated in euros

5-year Expected Returns in 5 minutes

With valuations for every major asset class looking stretched, a transition to the next phase could easily send markets into a tailspin. So, what should investors do?

Our 5-year Expected Returns includes:

  • The expected returns for all major asset classes for the 2019-2023 period
  • Analysis of market valuations and scenario analysis
  • Five special topics

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

Last year's publication won the Best Asset Allocation Paper 2017 award
Bart Oldenkamp

Expected returns play a vital role in an investor’s strategic decision-making. With this publication, we aim to help investors with their strategic asset allocation and asset liability management.

Bart Oldenkamp, Head of Robeco Investment Solutions

Special topics

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

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Special topics

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

More
Beefing up net zero commitments
Beefing up net zero commitments
Countries need to accelerate their decarbonization under what’s known as the ‘ratchet mechanism’ – making progressively bigger cuts in emissions to reach net zero.
28-10-2021 | Video
Roadmap outlines plan for move towards net zero emissions
Roadmap outlines plan for move towards net zero emissions
Robeco has laid out a roadmap for achieving carbon neutrality across all its assets under management by 2050.
27-10-2021 | Insight
Podcast: China – from power shortages to power play
Podcast: China – from power shortages to power play
In our latest podcast, we discuss China’s challenges – from property to power shortages.
26-10-2021 | Podcast
Enhancing the Paris-aware global bond index
Enhancing the Paris-aware global bond index
Last year Robeco helped to create a new Paris-aware benchmark, but now it is time for the next step.
25-10-2021 | Insight
SI Opener: Let’s be clearer about what ESG integration actually does
SI Opener: Let’s be clearer about what ESG integration actually does
At Robeco we have been integrating environmental, social and governance (ESG) factors into our investments since 2010.
21-10-2021 | SI Opener

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Disclaimer

Robeco Institutional Asset Management B.V. (DIFC Branch) is regulated by the Dubai Financial Services Authority (“DFSA”) and only deals with Professional Clients and Market Counterparties, and does not deal with Retail Clients as defined by the DFSA.

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