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Asset Allocation Outlook May

11 May 2022

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

  • Growth slows around the world, consumers under pressure from high inflation
  • Reining in inflation a priority for central banks
  • Sound earnings growth in first quarter
  • Investment policy: allocation to investment grade credits reduced to neutral

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2022, 11 May

Asset Allocation Outlook

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Disclaimer
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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