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Asset Allocation Outlook December

05 December 2019

Please see Kempen’s Asset Allocation Outlook for December. The highlights this month are: 

  • US and China heading for a trade deal?
  • Economic recession unlikely
  • Equity markets over-optimistic?
  • Overweight in Emerging Market Debt expanded 

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2019, 05 December

Asset Allocation Outlook


Kempen Capital Management N.V. (KCM) is licensed as a manager of various investment funds and to provide investment services and is subject to supervision by the Netherlands Authority for the Financial Markets. This information may not be construed as an offer and provides insufficient basis for an investment decision.

The Asset Allocation Desk

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