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, Robeco Investment Solutions
Head of Solutions Research
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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.
Webinar overview
Important information
This information is for informational purposes only and should not be construed as an offer to sell or an invitation to buy any securities or products, nor as investment advice or recommendation. The contents of this document have not been reviewed by the Monetary Authority of Singapore (“MAS”). Robeco Singapore Private Limited holds a capital markets services license for fund management issued by the MAS and is subject to certain clientele restrictions under such license. An investment will involve a high degree of risk, and you should consider carefully whether an investment is suitable for you.
