united statesen
2023-2027

The Age of Confusion

5-year Expected Returns

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Special topics

Global trade, food security, alternative data and the energy transition. Four very different topics, all competing for global investors’ attention.

Special topics

Global trade, food security, alternative data and the energy transition. Four very different topics, all competing for global investors’ attention.

The emerging trade-off in global trade
The emerging trade-off in global trade
The multiplicity of recent shocks is shifting supply chain management away from efficiency towards resilience and sustainability.
28-09-2022 | Insight
(No) food for thought over soaring prices
(No) food for thought over soaring prices
Rising food insecurity is unsettling markets and fueling inflation.
05-10-2022 | Insight
From carrier pigeons to AI – gaining an edge with alternative data
From carrier pigeons to AI – gaining an edge with alternative data
Investors increasingly prefer alternative data over more traditional sources.
12-10-2022 | Insight
The energy transition comes with a price tag
The energy transition comes with a price tag
Decarbonization to achieve net-zero emissions by 2050 will have an inflationary impact.
19-10-2022 | Insight
Our 5-year Expected Returns

Download the full publication

This year’s Expected Returns publication includes:

  • The expected returns for all major asset classes for the 2023-2027 period
  • A thorough analysis of valuations and macro scenarios
  • How climate change affects the future returns of asset classes
  • Special topics on global trade, food (in)security, alternative data, and the energy transition

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

This is the first time since we started publishing the Expected Returns twelve years ago that we expect the developed equity risk premium to be below its steady-state excess return

Peter van der Welle, Multi-Asset Strategist

The Executive Summary

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Leave your details and download our Expected Returns 2023-2027

Find out what our expected returns for all major asset classes are in 134 pages.

Our 5-year Expected Returns
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Expected Returns 2023-2027

Relive the highlights of the Expected Returns event

Relive the highlights of the Expected Returns event

The main takeaways from Expected Returns 2023-2027
The main takeaways from Expected Returns 2023-2027
We’re living in the ‘Age of Confusion’.
06-10-2022 | Digital event
Has globalization come to a standstill?
Has globalization come to a standstill?
If Covid taught us anything, it’s that it’s not smart to have centralized supply systems that can be shut off in a lockdown.
06-10-2022 | Digital event
Gaining an edge with alternative data
Gaining an edge with alternative data
We’ve come a long way since the carrier pigeons that brought data from battlefields, though the 21st century’s adoption of artificial intelligence to generate information brings its own drawbacks.
06-10-2022 | Digital event
Climate, the energy transition and your portfolio
Climate, the energy transition and your portfolio
We all want to tackle global warming and transition to a net-zero world.
06-10-2022 | Digital event
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