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Asset Allocation Outlook September

14 September 2020

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

  • Fed’s new targets point to long-term low interest rates
  • Economic recovery slowing somewhat, but downturn not expected
  • Investment policy unchanged, small underweight in equities

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2020, 14 September

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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