Asset allocation overview | Van Lanschot Kempen IM

Asset allocation outlook overview

At Van Lanschot Kempen, we’re committed to delivering informed, forward-looking investment insights that help you navigate dynamic global markets. Each monthly Asset Allocation Outlook provides thorough analysis, strategic perspectives, and actionable highlights supporting confident portfolio decisions.

On this page, you’ll find the latest Asset Allocation Outlook alongside a full archive of previous editions—all in one place.

Latest edition: September 2025

Equity markets generally noted positive results in August, both in local currency and euros. Yet things weren’t straightforward. Equities fell at the start of the month after worse-than-expected job market data from the US.

Highlights this month:

Trump’s attacks on the Fed have effect on interest rates

French budget troubles trigger interest rate volatility

Investment policy unchanged

Download the latest Asset Allocation Outlook

Past editions

View previous editions of our Asset Allocation Outlook featuring analyses and market commentary from recent months.

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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.

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