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Asset Allocation Outlook April

11 April 2022

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

  • Inflation rises even higher and has a negative impact on economic growth
  • Negative slope in US yield curve not yet negative for equities
  • Less positive corporate earnings growth
  • Investment policy unchanged, neutral position in equities

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2022, 10 April

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

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