Strategist
• Podcast
Podcast: 5-year Expected Returns – The Great Rewiring
The forces shaping the next five years may look very different from those of the recent past. The drive for greater resilience and the rise of AI are reshaping and rewiring supply chains, investment – and work itself. Robeco’s annual Expected Returns publication sets out what this so-called ‘Great Rewiring’ could mean for the world economy, and for major asset classes.
Authors
Head of Solutions Research
Tune in to our podcast featuring strategist Peter van der Welle and Laurens Swinkels, Head of Solutions Research, as they discuss the outlook for key asset classes and explore the findings of this comprehensive 112-page report. From changing economic dynamics to long-term return expectations, they break down what investors need to know and how to position portfolios for the years ahead.
Video: 5-year Expected Returns 2027-2031
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