5-year Expected Returns – The Stale Renaissance

Update: 2025-09-16

Description

Exciting AI developments and technological innovation meet macroeconomic and geopolitical headwinds. Global economic growth will keep momentum, but it may be somewhat subdued in the next five years. Tune in to hear strategist Peter van der Welle and co-head of Investment Solutions, Colin Graham discuss the prospects for various asset classes and dig deeper into the findings of Robeco’s 5-year investment outlook.

Comments

In Channel

5-year Expected Returns – The Stale Renaissance

2025-09-1627:37

The skeptical value investor

2025-08-2931:31

How resilient are long-term investment themes in turbulent times?

2025-06-2727:59

Quality in high yield has always delivered

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Trump 2.0 is all about ‘shock and awe’

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The tables have turned, and EM might benefit from it

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You AI-nt seen nothing yet

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Ignore momentum at your own peril

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Buying skepticism in the market

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No (soft) landing in 2025

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What's driving the recent growth in active ETFs?

2024-10-2526:18

Subordinated, but certainly not suboptimal

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Is the eternal promise of emerging markets starting to materialize?

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The (almost) forgotten art of stock picking

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The three big trends shaping our future

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Can investors position their portfolios to prepare for a US election outcome?

2024-05-0332:58

Thematic investing – often a tale of two tides

2024-04-1930:07

Zoo-ming in and out of the factor zoo

2024-03-2225:35

All you need to know about ‘transition finance’

2024-02-2325:13

Moving from cash to credits

2024-01-1726:40

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1.0x

5-year Expected Returns – The Stale Renaissance

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5-year Expected Returns – The Stale Renaissance

Robeco

5-year Expected Returns – The Stale Renaissance