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Asset Allocation Outlook May

12 May 2021

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

  • Growth forecasts are positive
  • Shortages in logistics, commodities and microchips
  • A robust corporate earnings season in the US and Europe

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2021, 12 May

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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