Robeco, The Investments Engineers

12-09-2023 · 5-Year outlook

5-year Expected Returns: Triple Power Play

Robeco is pleased to launch the 13th edition of its flagship annual publication, Expected Returns 2024-2028. The title this year is ‘Triple Power Play,’ in which our experts predict that three separate but overlapping forces are set to dominate markets over the next five years.

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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

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The 135-page outlook suggests investors will need to beware of the increasing tensions between the US and China, renewed friction between capital and labor, and an expected battle between monetary and fiscal policy in the post-Covid and newly inflationary world.

Our experts analyze the likely impact of these power plays on all the major asset classes over the next five years, and whether they will result in one of three potential economic outcomes in base, bull and bear cases. This is the third year in which detailed analysis on the implications of climate change on the global economy and on asset classes has been included.

Four special topics are also discussed in depth, covering machine learning for emerging market equity returns; an analysis of the invisible hand that guides bond markets; how to integrate the SDGs into government bond portfolios; and finding value within long-term trends in thematic investing.

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In all cases where historical performance is presented, please note that past performance is not a reliable indicator of future results and should not be relied upon as the basis for making an investment decision. Investors may not get back the amount originally invested. Neither Robeco Institutional Asset Management B.V. nor any of its affiliates guarantees the performance or the future returns of any investments. If the currency in which the past performance is displayed differs from the currency of the country in which you reside, then you should be aware that due to exchange rate fluctuations the performance shown may increase or decrease if converted into your local currency. Robeco Institutional Asset Management B.V. (“Robeco”) expressly prohibits any redistribution of the Information without the prior written consent of Robeco. The Information is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use is contrary to law, rule or regulation. Certain information contained in the Information includes calculations or figures that have been prepared internally and have not been audited or verified by a third party. Use of different methods for preparing, calculating or presenting information may lead to different results. Robeco Institutional Asset Management B.V. is authorised as a manager of UCITS and AIFs by the Netherlands Authority for the Financial Markets and subject to limited regulation in the UK by the Financial Conduct Authority. Details about the extent of our regulation by the Financial Conduct Authority are available from us on request.