Asset Allocation Outlook
European financial markets were rocked by the political uncertainty in France in June. After his party’s poor European election results, French President Macron called early parliamentary elections. The possibility of a majority for far-right party Rassemblement National pushed yields on French government bonds up sharply and resulted in substantial losses for French equities.
Please see Van Lanschot Kempen’s Asset Allocation Outlook for July. The highlights this month are:
- Political uncertainty in France leads to losses in Europe
- ECB cuts interest rates, Bank of England and Fed to follow suit
- Investment policy unchanged
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Es gibt einen Spruch auf Niederländisch, Kom verder, das viele Dinge bedeutet und unsere Geschäftsphilosophie darstellt. Er erfasst die Art und Weise, wie wir mit unseren Kunden arbeiten, aber auch wie wir unsere Beteiligungsunternehmen lenken, um Aktionärswert durch aktive Beteiligung zu schaffen.
Risikokapital. Der Wert von Anlagen und die daraus erzielten Erträge können sowohl steigen als auch fallen. Die Anleger erhalten möglicherweise nicht den ursprünglich investierten Betrag zurück. Die in der Vergangenheit erzielte Performance ist keine Garantie für die Zukunft.