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12 October 2022

Asset Allocation October 2022

The negative sentiment that gripped the financial markets from mid-August persisted in September, with much more turbulence on the government bond markets than the equity markets.

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

Aggressive central banks cause jitters on interest rate markets
Global economy slows further
We continue to exercise caution in our investment policy

2022, 12 October

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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