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9 August 2022

Asset Allocation Outlook August

Equities again closed the month with strong pluses in July. The MSCI World AC index climbed by 6.9%, while US and European equities (MSCI USA & MSCI Europe) were up by 9.2% and 6.0% respectively.

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

  • Further slowdown in global economy
  • ECB implements bigger interest rate hike than expected and announces new
    policy instrument
  • Lower bond yields: bond investors anticipate lower growth
  • Investment policy: underweight in (European) equities
2022, 9 August

Asset Allocation Outlook


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