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Asset Allocation Outlook January

13 January 2022

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

  • Omicron: lower hospitalization rates limits economic damage
  • Hawkish Fed shocks bond markets
  • Investment policy; partial profit-taking on equities

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2022, 13 January

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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