Asset Allocation Outlook September
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
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.