Strategist, Robeco Investment Solutions
• 5-Year outlook
5-year Expected Returns: The Stale Renaissance
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.
Authors
Head of Solutions Research
Top keywords
The 15th edition of our five-year outlook draws parallels with the time of Leonardo da Vinci, when the renaissance of his era was also a time of intense political turmoil. Key insights include the potential power of AI amid a decline in US exceptionalism and its consequences for global growth, the persistence of inflation above target, and likely future central bank policies to tackle this.
The 134-page outlook makes forecasts for the likely returns of all the major asset classes. We offer our usual bull, bear and base cases for future economic development, all of which depend to some degree on the US geopolitical landscape.
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