Robeco, The Investments Engineers

2023-2027

The Age of Confusion

5-year Expected Returns

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The Executive Summary (Deutsch)

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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, AI, and the energy transition


This year’s Expected Returns publication includes:
Peter van der Welle - Strategist Sustainable Multi Asset Solutions

Peter van der Welle
Strategist Sustainable Multi Asset Solutions

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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

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Long-Term Expected Returns

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



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