Robeco, The Investments Engineers

2023-2027

The Age of Confusion

5-year Expected Returns

Download full publication


The Executive Summary

Download the summary

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

“

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

expected-returns-2022-483x406px.png

Download the publication (134 pages)

Long-Term Expected Returns

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



Download

Let's keep the conversation going

Robeco is an international asset manager offering an extensive range of active investments, from equities to bonds.

Read more
Robeco

Robeco aims to enable its clients to achieve their financial and sustainability goals by providing superior investment returns and solutions.

Important information: This website is prepared and issued in Australia by Robeco Hong Kong Limited (ARBN 156 512 659) (‘Robeco’) which is exempt from the requirement to hold an Australian financial services licence under the Corporations Act 2001 (Cth) pursuant to ASIC Class Order 03/1103. Robeco is regulated by the Securities and Futures Commission under the laws of Hong Kong and those laws may differ from Australian laws. The information on this web page is provided to you because Robeco reasonably believes that you are a "wholesale client" within the meaning of that term under section 761G(4) of the Corporations Act 2001 (Cth) ("Corporations Act") and not any other class of persons. This information is not an advertisement and is not intended to induce retail clients to acquire Robeco products. Retail clients who are interested in Robeco products should contact their financial adviser.