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Asset Allocation Outlook September

09 September 2021

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


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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