Asset Allocation Outlook May

9 May 2023

Asset Allocation Outlook

April was a quiet month on the financial markets. Government bond yields barely moved, with the exception of upturns in yields on bonds at the extremely short end of the yield curve in the US and more generally in the UK. The higher yields in the UK were mainly a normalisation following the downturns in March.

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

Banking sector turmoil: minor direct impact
Monetary and financial tightening poses risk to growth
Cautious investment policy unchanged

2023, 9 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.

Investment Strategies

Alternative Investment Solutions

Fiduciary Management

Asset Allocation Outlook

Asset Allocation Outlook