Asset Allocation Outlook May

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

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Asset Allocation Outlook May

Asset Allocation Outlook