2026-2030

The Stale Renaissance

5-year Expected Returns

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Special topics

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)

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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.

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Download Long-Term Expected Returns