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Asset Allocation Outlook July

14 July 2021

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

  • Robust economic indicators, Delta variant is a risk 
  • Fed slowly moving towards exiting its expansionary monetary policy
  • Investment climate still positive for equities

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2021, 14 July

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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