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Asset Allocation Outlook February

12 February 2021

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

  • Better-than-expected economic growth in Q4 2020
  • Retail investors trigger turbulence in US equity market
  • Significant differences in corporate earnings between the US and Europe
  • Our investment policy is unchanged

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2021, 12 February

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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