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Asset Allocation Outlook December

10 December 2021

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

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2021, 09 December

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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