Asset Allocation Outlook March
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
Asset Allocation OutlookDownload
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.