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Asset Allocation Outlook September

09 September 2021

The mood on the equity markets remained positive in August. The MSCI global equity index closed the month up for the seventh time in a row (2.4% in US dollars) and the US S&P500 and European STOXX600 noted new record highs.

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

  • Fed prepares markets for tapering of bond-buying programmes
  • Slowing Chinese growth and coronavirus affect emerging markets
  • Robust earnings growth boosts equity rally
  • Profit-taking on real estate, emerging market debt to neutral

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2021, 09 September

Asset Allocation Outlook

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Disclaimer
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

Joost van Leenders

Joost van Leenders

Senior Investment Strategist
Luc Aben

Luc Aben

Chief economist
Michel Iglesias del Sol

Michel Iglesias del Sol

Head Of Investment Strategy
Duco Smit

Duco Smit

senior investment strategist
Jorn Veeneman

Jorn Veeneman

investment strategist

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Kempen & Co is a trade name of Van Lanschot Kempen NV. Kempen Capital Management NV is part of Van Lanschot Kempen NV.