A more favourable growth outlook for the next decade compared to last year’s assumptions, albeit with greater uncertainty regarding inflation which is set to remain slightly above central bank targets, results in higher expected returns across the spectrum of asset classes covered. Expectations have been revised upwards for regional equity markets and private assets in particular, with Private Equity, Infrastructure, and European equities showing the strongest improvements.
Seeking potential in a pivoting world
5 key findings
- Improving return expectations thanks to a more favourable growth/inflation mix
- Appealing returns for the next decade for an optimised 60-40 allocation
- Towards three decades of growth rebalancing in a more fragmented world
- Game changers in Europe will empower European transformation
- Prepare for long-term rates uncertainty
You can now read the full whitepaper at the link below