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
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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.