Robeco, The Investments Engineers

10-09-2024 · 5-Year outlook

5-year Expected Returns: Atlas Lifted

Robeco is pleased to launch the 14th edition of its flagship annual publication, Expected Returns 2025-2029. This year’s edition, titled Atlas Lifted, delves into the transformative economic landscape of the next five years. Unlike Ayn Rand’s famous book ‘Atlas Shrugged’, where innovators abandon their burdens, Atlas Lifted envisions a proactive approach where capital owners embrace their responsibilities, fostering growth and innovation.

Download the full outlook here


    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

Top keywords

Key insights include the shift from hyper-individualism to stakeholder capitalism, the diminishing allure of limited government, and the evolving dynamics of free markets. Drawing parallels to the revolutionary innovations of the 1950s, this report highlights the potential for above-trend GDP growth in advanced economies, driven by AI and increased investment opportunities.

The 140-page outlook makes the usual forecasts for the likely returns of all the major asset classes, including emerging and developed world equities, government and corporate bonds, commodities and cash, over the next five years. From Chinese troubles to market bubbles, four special topics are also discussed.

See all articles in this series



atlas-lifted-cover-repeat.gif

Leave your details and download Expected Returns here (135 pages)

Webinar: 5-Year Expected Returns 2025-2029

Our five-year outlook on market opportunities and risks.


Watch now

Related topics

share

Let's keep the conversation going

Keep track of fast-moving events in sustainable and quantitative investing, trends and credits with our newsletters.

Stay updated
Robeco

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

Important information This disclaimer applies to any documents and the verbal or written comments of any person in presentations or webinars on this website and taken together is referred to herein as the “Information”. The services to which the Information relate are NOT FOR RETAIL CLIENTS - The information contained in the Website is solely intended for professional investors, defined as investors which (1) qualify as professional clients within the meaning of the Markets in Financial Instruments Directive (MiFID), (2) have requested to be treated as professional clients within the meaning of the MiFID or (3) are authorized to receive such information under any other applicable laws and must not be relied or acted upon by any other persons. This Information does not constitute an offer to sell, or a solicitation of an offer to buy, any financial product, and may not be relied upon in connection with the purchase or sale of any financial product. You are cautioned against using this Information as the basis for making a decision to purchase any financial product. To the extent that you rely on the Information in connection with any investment decision, you do so at your own risk. The Information does not purport to be complete on any topic addressed. The Information may contain data or analysis prepared by third parties and no representation or warranty about the accuracy of such data or analysis is provided.

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.