Asset Allocation Outlook March
11
March
2020

Please see Kempen’s Asset Allocation Outlook for March. The highlights this month are:
- Great uncertainty about the economic impact of the corona virus
- Deep correction on equity markets
- Position in corporate bonds reduced, equities purchased
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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