Robeco, The Investments Engineers

17-10-2024 · Webinar

Expected Returns 2025-2029: Atlas Lifted

Tectonic plates of the global economy are shifting


Robeco’s flagship publication Expected Returns is highly valued by investors because of its predictive abilities. This year’s five-year outlook is entitled Atlas Lifted, in which we outline how the world economy has moved away from being driven by hyper-individualism and limited government intervention. We anticipate that AI will boost productivity growth, along with a strengthening US economy that will positively impact other regions.

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    Authors

  • Peter van der Welle - Strategist Sustainable Multi Asset Solutions

    Peter van der Welle

    Strategist Sustainable Multi Asset Solutions

  • Laurens Swinkels - Head of Quant Strategy

    Laurens Swinkels

    Head of Quant Strategy

  • Colin Graham - Co-Head of Sustainable Multi Asset Solutions

    Colin Graham

    Co-Head of Sustainable Multi Asset Solutions

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Tune into our webinar to hear the report’s co-authors explain how the new more centrist world could unfold. Our experts will outline the base, bull and bear economic scenarios, and the expected returns of the major asset classes.
You can also hear guest speaker Elliot Harris, Global Economics Expert, Former UN Chief Economist and Assistant Secretary-General for Economic Development, share his views on the potential outcomes from the global economic perspective.

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Expected Returns 2025 - 2029

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Important information

The contents of this document have not been reviewed by the Securities and Futures Commission ("SFC") in Hong Kong. If you are in any doubt about any of the contents of this document, you should obtain independent professional advice. This document has been distributed by Robeco Hong Kong Limited (‘Robeco’). Robeco is regulated by the SFC in Hong Kong. This document has been prepared on a confidential basis solely for the recipient and is for information purposes only. Any reproduction or distribution of this documentation, in whole or in part, or the disclosure of its contents, without the prior written consent of Robeco, is prohibited. By accepting this documentation, the recipient agrees to the foregoing This document is intended to provide the reader with information on Robeco’s specific capabilities, but does not constitute a recommendation to buy or sell certain securities or investment products. Investment decisions should only be based on the relevant prospectus and on thorough financial, fiscal and legal advice. Please refer to the relevant offering documents for details including the risk factors before making any investment decisions. The contents of this document are based upon sources of information believed to be reliable. This document is not intended for distribution to or use by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. Investment Involves risks. Historical returns are provided for illustrative purposes only and do not necessarily reflect Robeco’s expectations for the future. The value of your investments may fluctuate. Past performance is no indication of current or future performance.

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