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Asset Allocation Outlook February

11 February 2020

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

  • Coronavirus hits economy and financial markets
  • Brexit loss for UK and Eurozone
  • Global economy seems to be bottoming out
  • Equity underweight reduced

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2020, 11 February

Asset Allocation Outlook

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Disclaimer
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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