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5-year Expected Returns: Brave real world

5-year Expected Returns: Brave real world

29-09-2020 | 5-Year outlook

Few would doubt that the Covid-19 pandemic has completely changed the world. The kind of world we are now entering will be very different from the one we have left, making it much harder for investors to navigate the likely conditions for the major asset classes.

  • Laurens Swinkels
    Laurens
    Swinkels
    Researcher at Quant Research team, Robeco
  • Peter van der Welle
    Peter
    van der Welle
    Strategist Global Macro team, Robeco

We attempt to answer this issue in the theme for our latest five year outlook: ‘Brave real world’. Unlike Aldous Huxley’s vision of a dystopian future in his novel ‘Brave new world’ written during the last Great Depression in 1932, we are much more optimistic. But there are certainly challenges ahead, and as always, forewarned is forearmed.

Our new Expected Returns 2021-2025 contains our investment outlook for all major asset classes, along with economic predictions for the likely post-Covid-19 recovery, and five special topics on the biggest issues of our times.

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Expected Returns 2021-2025
Expected Returns 2021-2025
Our new 5-year outlook
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