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Asset Allocation Outlook November

10 November 2021

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

  • US economy slowing, Eurozone still robust
  • Monetary policy gradually becoming less stimulatory
  • Corporate earnings shoring up equity markets 
  • Investment policy unchanged; overweight in equities maintained

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2021, 10 November

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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