Head of Multi Asset & Equity Solutions, Co-Head Investment Solutions
• Webinar
Expected Returns 2024-2028: Beware of the Triple Power Play
Robeco’s flagship publication Expected Returns is highly valued by investors because of its predictive abilities. In such turbulent times, this year’s outlook looks like being no exception. For 2024-2028 we forecast a ‘Triple Power Play’, as three forces combine to potentially rock markets. These are the worsening of relations between the US and China, the friction caused by deploying capital at the expense of labor, and the ongoing battle between fiscal and monetary policy.
Authors
Strategist
Head of Solutions Research
Top keywords
Our experts discuss:
- Why these three particular power plays are important and of most concern
- The likely returns of equities, government bonds, credits, commodities and cash
- The economic effects of the base case, including the likelihood of a recession
Tune into our webinar, ‘Beware of the Triple Power Play’, to hear our Expected Returns team explain how these three power plays could potentially unfold.
Colin Graham, Head of the Sustainable Multi-Asset Solutions team, Laurens Swinkels, co-author, and Martin van Vliet, strategist, outline the base, bull and bear economic scenarios, and the expected returns of the major asset classes. You can also hear guest speaker Sony Kapoor, Professor of Climate, Geoeconomics and Finance at the European University Institute, share his views on the potential outcomes.
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