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Professional Investor - Netherlands
13 August 2024

Asset Allocation Outlook

In the first half of July, it was as if nothing could go wrong for the equity markets and the upward trend continued. The turning point came in the middle of the month, especially in the US. Investors shunned big tech equities and suddenly showed a preference for small-cap equities. This was still a positive broadening of the equity rally, but worse-than-expected economic data towards the end of the month caused investors to take fright, causing equities to fall across a broad front. This was all against a background of a sharp downturn in bond yields. 

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

  • Economic data worse than expected
  • Recession fears hit financial markets in early August
  • Investment policy unchanged
Download the Asset Allocation
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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.

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