Our five-year outlook on market opportunities and risks.
2025-2029
Webinar: 5-Year Expected Returns 2025-2029
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
Laissez vos coordonnées et téléchargez le rapport Expected Returns ici (135 pages)
Emerging market equities is once again the asset class that is expected to generate the most returns in the coming five years Peter van der Welle
Peter van der Welle
Strategist, Robeco Investment Solutions
Executive Summary (Français) & 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.