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Asset Allocation Outlook June

08 June 2022

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

  • Recession fears dominate financial markets
  • ECB catches up with the Fed 
  • Can businesses sustain earnings at a sound level?
  • Investment policy: short-term government bonds attractive versus cash

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2022, 08 June

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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