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Asset Allocation Outlook March

16 March 2021

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

  • Strong US growth could trigger higher inflation
  • Equity markets gripped by fears of rising interest rates
  • We’ve taken profits and reduced our overweight to equities

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2021, 16 March

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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