Home|Private Banking|Professional Solutions|Investment Management|Investment Banking|About us
Login
  • Services
  • Fund Library
  • Insights
Login
Professional Investor - Netherlands
11 May 2022

Asset Allocation Outlook May

April was a bleak month for investors. The only place to hide from the negative sentiment was commodities, for which the Bloomberg index noted a positive return of 4.1% .

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

  • Growth slows around the world, consumers under pressure from high inflation
  • Reining in inflation a priority for central banks
  • Sound earnings growth in first quarter
  • Investment policy: allocation to investment grade credits reduced to neutral
2022, 11 May

Asset Allocation Outlook

Download

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. 

Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.

Fully focused on your future

Private Banking

  • Offices
  • Business Professionals
  • Executives
  • Doctors
  • Entrepreneurs
  • Wealth Management
  • Conditions
  • Private Banking - Belgium
  • Private Banking - Switzerland

Professional Solutions


Investment Management


Investment Banking



© Van Lanschot Kempen Investment Management 2023
Security
Privacy & cookies
Disclaimer
Statement under the UK Modern Slavery Act
Privacy & cookies UK