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Professional Investor - Netherlands
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

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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.

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