Here's the 'triple power play' that may rule stock-market returns and other assets for next 5 years

  • 📰 MarketWatch
  • ⏱ Reading Time:
  • 38 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 18%
  • Publisher: 97%

Brasil Notícia Notícia

Brasil Últimas Notícias,Brasil Manchetes

Labor's bargaining power, the end of monetary-policy leniency, and struggles between U.S. and China are about to play a major role for multi-asset investors.

Three dynamics in the global economy may potentially lower economic growth, undermine corporate profits, and keep inflation above 2% over the next five years — all of which should factor into investors’ multi-asset allocations, according to a 132-page report from Rotterdam-based asset manager Robeco.

Robeco provided its forecasts for five-year annualized, projected returns on a range of assets held by euro- and dollar-based investors — including developed- and emerging-market equities, bonds, and cash. Under such a scenario, developed-market equities are likely to underperform their emerging-market counterparts and domestic bonds should offer a higher return than cash for dollar-based investors, according to Robeco.

There’s one potential game-changer that could disrupt Robeco’s “stalemate” scenario and create a bull-case outcome instead: the early and rapid adoption of artificial intelligence across sectors and industries, which would likely spawn above-trend growth and push inflation back to central banks’ targets.

 

Obrigado pelo seu comentário. Seu comentário será publicado após ser revisado.
Resumimos esta notícia para que você possa lê-la rapidamente. Se você se interessou pela notícia, pode ler o texto completo aqui. Consulte Mais informação:

 /  🏆 3. in BR

Brasil Últimas Notícias, Brasil Manchetes