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Asset Allocation Outlook July

14 July 2022

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

  • Markets navigating between inflation and recession fears
  • Financial conditions tightening fast 
  • Can businesses sustain earnings at a sound level?
  • Investment policy: slight underweight in equities

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2022, 14 July

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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