8 December 2022
Asset Allocation Outlook December
Optimism persisted among investors in November. The MSCI global equity index noted a gain of 7.6%. At 14.6%, emerging markets performed appreciably better following two months of underperformance. Yet US (5.4%) and European equities (8.0%) also climbed substantially.
Please see Kempen’s Asset Allocation Outlook for December. The highlights this month are:
- Europe less pessimistic, but a recession is still on its way
- Mounting signs of a recession in the US in 2023
- Central banks not yet ready to reverse their interest rate policies
- Asset allocation remains cautious
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The information in this publication is of a general nature. This publication may at no time be viewed as an offer and you cannot derive any rights from this publication. The external sources used to produce this publication were selected with the great care.
We cannot guarantee that the information and data from these sources is up-to-date, correct and exhaustive. We accept no liability for printing and typing errors. We are not obliged to update or amend the contents in this publication.
All rights related to the content of this publication are reserved, including the right to amend.
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