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5-year Expected Returns: The Age of Confusion

5-year Expected Returns: The Age of Confusion

21-09-2022 | 5-Year outlook
Welcome to terra incognita, a new era in which the certainties that a generation of investors have grown so used to have started to crumble before our very eyes. Confusion has taken center stage on financial markets.
  • Peter van der Welle
    Peter
    van der Welle
    Multi-asset strategist
  • Laurens Swinkels
    Laurens
    Swinkels
    Researcher

This year the world has faced soaring energy prices further fueling inflation, Russian’s war in Ukraine, and a growing risk of recession. And that’s while still dealing with the aftermath of Covid. Finally, the era of Great Moderation may be coming to an end.

That’s why we’ve entitled our latest Expected Returns 2023-2027 ‘The Age of Confusion’, in which our experts unravel the likely outcomes from the ongoing shocks and their impact on all the major asset classes.

Expected Returns 2023-2027
Expected Returns 2023-2027
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