2026-2030 The Stale Renaissance
We are pleased to launch the 15th edition of our Capital Market Assumptions 2026-2030. We’re in both an age of enlightenment and an age of turmoil. The progression embodied in artificial intelligence is being met with the regression of incoherent and threatening policies from the US. That’s why we’ve called this year’s edition of Expected Returns ‘The Stale Renaissance’ to reflect this paradox.
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This year’s publication includes
The expected returns for all major asset classes for 2026-2030
New asset class on emerging market debt in hard currency
Three macro scenarios for our base, bull and bear cases
Detailed chapter on the impact of climate change
Leave your details and download Expected Returns here (134 pages)
The Stale Renaissance is a world where technological breakthrough meets macroeconomic headwinds; where progress keeps momentum despite macro headwinds Peter van der Welle
Peter van der Welle
Strategist, Robeco Investment Solutions
Executive Summary & Long-Term Returns
Download this year’s Executive Summary. For an outlook on the long-term steady-state returns, read our Long-Term Expected Returns.