Asset Allocation Outlook December
Please see Kempen’s Asset Allocation Outlook for December. The highlights this month are:
Omicron brings fresh uncertainty, but there is hope
Sharp drop in bond purchases by central banks in 2022
- Investment policy unchanged; overweight in equities maintained
Asset Allocation OutlookDownload
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.