2022-2026

5-year Expected Returns

The Roasting Twenties - Things are heating up

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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

Bull

Main

Bear

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 have thrown the proverbial kitchen sink at their fight to mitigate the economic impact of Covid-19.

5-Year outlook

Some factors are now more equal than others

There is no free lunch when it comes to harvesting factor premiums.

5-Year outlook

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.

5-Year outlook

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.

5-Year outlook

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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This page is intended for US prospects, clients and investors only and includes information about the capabilities, staffing and history of RIAM US and its participating affiliates, which may include information on strategies not yet available in the US. SEC regulations are applicable only to clients, prospects and investors of RIAM US. Robeco BV, Robeco HK and Robeco SH are considered a “participating affiliate” of RIAM US and some of their employees are “associated persons” of RIAM US as per relevant SEC no-action guidance. Employees identified as associated persons of RIAM US perform activities directly or indirectly related to the investment advisory services provided by RIAM US. In those situations, these individuals are deemed to be acting on behalf of IUAM, a US SEC registered investment adviser.

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