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Asset Allocation Outlook February

08 February 2022

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

  • Fed makes further policy adjustments following high inflation data; no consolation for investors
  • ECB seems to be preparing markets for a policy change
  • Economic growth in temporary dip
  • Investment policy: positive outlook for equities unchanged

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2022, 08 February

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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