Asset Allocation Outlook June

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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