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Asset Allocation Outlook December

10 December 2021

Equity markets spent most of November heading for another positive monthly result. High inflation and central banks that perhaps ought to have responded by introducing slightly less expansionary policies slowed the pace somewhat but not enough to reverse the upward trend. Until the new Omicron variant of the coronavirus came along. A great deal is still unknown about this variant but so far it has only had a small effect on the equity markets.

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

Read more

2021, 09 December

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.