Global Multi-Asset Investment Strategist, True Insights

Jeroen Blokland

All-round Multi-Asset investor. Former head of a EUR 5 billion multi-asset fund range. Speaker. Charts & Frameworks. Founder of True Insights, a provider of independent investment research, trade ideas & well-diversified portfolios.
https://true-insights.net/

Global Multi-Asset Investment Strategist

Saudi Arabia Is Now in Charge of the Federal Reserve

The Weekly Market Monitor – The ECB’s Unreasonable Hike While the UK Falls into Recession

The Latest IMF Study on Inflation Calls for Even More Rate Hikes!

Seasonality: September Is a Bad Month for ALL Risky Asset Classes

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Risk-Adjusted Yields and High Correlation Make Equities Unattractive!

Build Well-Diversified Multi-Asset Portfolios

True Insights

Our research helps investors build well-diversified multi-asset portfolios and profit from market developments. In addition, our unique and proven Macro – Sentiment – Valuation (MSV) investment framework ensures a consistent flow of new investment opportunities. Together with our market views, these opportunities will be reflected in our live ETF-based Global Multi-Asset Portfolios.

Cross Asset Strategy

China & United states / Cross Asset Strategy

<ul>
<li>Our analysis of commodity returns surrounding recessions reveals that commodity prices typically do NOT decline in the run-up to a recession. </li>
<li>This is also the case once the recession starts, even though the historical results are mixed.</li>
<li>Interestingly, recent commodity price development diverges significantly from historical patterns, raising the question if there will a recession at all.</li>
</ul>


Our analysis of commodity returns surrounding recessions reveals that commodity prices typically do NOT decline in the run-up to a recession. 
This is also the case once the recession starts, even though the historical results are mixed.
Interestingly, recent commodity price development diverges significantly from historical patterns, raising the question if there will a recession at all.


Commodities Are Surprising, but Not in the Way You Think