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Asset Allocation Outlook August

12 August 2020

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

  • European Union agrees historic deal on recovery fund
  • Monetary policy keeps rates low in spite of higher inflation forecasts
  • Smaller impact on corporate earnings than expected
  • Investment policy unchanged: preference for high yield bonds over equities

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2020, 12 August

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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