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Asset Allocation Outlook September

09 September 2022

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

  • Aggressive tone of central banks spoils the equity party
  • Recession becoming ever more likely
  • Equity underweight increased

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2022, 09 September

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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