Van Lanschot Kempen Logo

Private Banking|Professional Solutions|Investment Management|Investment Banking|About us

8 June 2022

Asset Allocation Outlook June

After no fewer than seven consecutive weeks of losses, the US S&P500 equity index only reverted to noting a gain in the last full week of May. That gain was so substantial that the result over the month just managed to creep into positive figures at 0.6%

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

Recession fears dominate financial markets
ECB catches up with the Fed
Can businesses sustain earnings at a sound level?
Investment policy: short-term government bonds attractive versus cash

2022, 8 June

Asset Allocation Outlook

Download

Disclaimer
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.

Van Lanschot Kempen Investment Management (UK) Limited is registered in England & Wales with registration number 02833264. Registered office at Octagon Point, 5 Cheapside, London EC2V 6AA Tel: +44 (0)20 3636 9400. Authorised and regulated by the Financial Conduct Authority (FCA) with reference number 166063.

Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested. Past performance provides no guarantee for the future.