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Asset Allocation Outlook March

09 March 2022

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

  • Russian invasion of Ukraine brings uncertainty
  • Global economy can absorb a knock, as long as energy supplies are kept up
  • Fewer interest rate hikes expected
  • More cautious investment policy

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2022, 09 March

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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