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Asset Allocation Outlook August

09 August 2022

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

  • Further slowdown in global economy
  • ECB implements bigger interest rate hike than expected and announces new
    policy instrument
  • Lower bond yields: bond investors anticipate lower growth
  • Investment policy: underweight in (European) equities

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2022, 08 August

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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