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Asset Allocation Outlook July

09 July 2020

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

  • Economic outlook improving…
  • … but higher number of corona cases making markets jittery
  • Investment policy unchanged: preference for high yield bonds over equities

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2020, 09 July

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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