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Asset Allocation Outlook January

09 January 2023

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

  • We still expect a recession in Europe and the US
  • Central banks set to raise interest rates further
  • Asset allocation remains cautious

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2023, 09 January

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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