Asset Allocation Outlook October

12 October 2022

Asset Allocation October 2022

The negative sentiment that gripped the financial markets from mid-August persisted in September, with much more turbulence on the government bond markets than the equity markets.

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

Aggressive central banks cause jitters on interest rate markets
Global economy slows further
We continue to exercise caution in our investment policy

2022, 12 October

Asset Allocation Outlook

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Asset Allocation October 2022

Asset Allocation Outlook