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Asset Allocation Outlook October

15 October 2020

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

  • No national lockdowns due to second coronavirus wave, but it is causing uncertainty
  • Rate of economic recovery slows
  • Investment policy unchanged, small underweight in equities

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2020, 14 October

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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