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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

2022, 8 December

Asset Allocation Outlook

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