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Asset Allocation Outlook December

13 December 2022

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

  • Europe less pessimistic, but a recession is still on its way
  • Mounting signs of a recession in the US in 2023
  • Central banks not yet ready to reverse their interest rate policies
  • Asset allocation remains cautious

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2022, 13 December

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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