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Asset Allocation Outlook August

09 August 2021

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

  • Delta variant remains a risk but economic outlook sound
  • Central banks still cautious about scaling back expansionary policies
  • Investment policy unchanged, emphasis on equities

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2021, 09 August

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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