Robeco, The Investments Engineers

10-17-2024 · 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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