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Asset Allocation Outlook August

09 August 2021

Despite equity investors occasionally casting worried glances at the spread of the Delta variant, markets closed the month of July up. The MSCI World index climbed by 0.7% (in US dollars), mainly fuelled by developed markets. Emerging markets had a tougher time, with the MSCI Emerging Markets index down by 6.7% (also in US dollars).

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

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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

Joost van Leenders

Joost van Leenders

Senior Investment Strategist
Luc Aben

Luc Aben

Chief economist
Michel Iglesias del Sol

Michel Iglesias del Sol

Head Of Investment Strategy
Duco Smit

Duco Smit

senior investment strategist
Jorn Veeneman

Jorn Veeneman

investment strategist

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Kempen & Co is a trade name of Van Lanschot Kempen NV. Kempen Capital Management NV is part of Van Lanschot Kempen NV.