2027-2031
5-year Expected Returns
This year’s publication includes
The expected returns for all major asset classes for 2027-2031
Macro analysis on three dimensions of rewiring trade, capital and production
A chapter on climate and the likely impacts of physical and transition risks
Our base, bull and bear cases, and four special topics
Vul uw gegevens in en download de Expected Returns hier
Video: 5-year Expected Returns 2027-2031
The economic architecture is changing from a ‘just-in-time’ efficiency to a ‘just-in-case’ resilience Peter van der Welle
Peter van der Welle
Strategist
Summary & Long-Term Returns
Download this year’s summary. For an outlook on the long-term steady-state returns, read our Long-Term Expected Returns.