Kempen: Asset Allocation Outlook August

Despite equity investors occasionally casting worried glances at the spread of the Delta variant, markets closed the month of July up. The MSCI World index climbed by 0.7% (in US dollars), mainly fuelled by developed markets. Emerging markets had a tougher time, with the MSCI Emerging Markets index down by 6.7% (also in US dollars).

On our website you can find the Asset Allocation Outlook for August. The highlights this month are: 

• Delta variant remains a risk but economic outlook sound
• Central banks still cautious about scaling back expansionary policies
• Investment policy unchanged, emphasis on equities

Go to our website