21-09-2022 · 5-Year outlook

5-year Expected Returns: The Age of Confusion

Welcome to terra incognita, a new era in which the certainties that a generation of investors have grown so used to have started to crumble before our very eyes. Confusion has taken center stage on financial markets.

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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

This year the world has faced soaring energy prices further fueling inflation, Russian’s war in Ukraine, and a growing risk of recession. And that’s while still dealing with the aftermath of Covid. Finally, the era of Great Moderation may be coming to an end.

That’s why we’ve entitled our latest Expected Returns 2023-2027 ‘The Age of Confusion’, in which our experts unravel the likely outcomes from the ongoing shocks and their impact on all the major asset classes.

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Download the publication (134 pages)

Read the full Expected Returns 2023-2027 here

Important information

This information is for informational purposes only and should not be construed as an offer to sell or an invitation to buy any securities or products, nor as investment advice or recommendation. The contents of this document have not been reviewed by the Monetary Authority of Singapore (“MAS”). Robeco Singapore Private Limited holds a capital markets services license for fund management issued by the MAS and is subject to certain clientele restrictions under such license. An investment will involve a high degree of risk, and you should consider carefully whether an investment is suitable for you.