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

The Weekly Market Monitor – Fed Doves Have Nowhere to Fly, Gold's Fairytale Continues

The Weekly Market Monitor – Gold Bugs, Debt Bubbles, and Volatility Bites

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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.

Macroeconomics

<ul>
<li>Three out of my four global earnings indicators point to significant earnings growth.</li>
<li>Chinese producer prices are the outlier, but it's no surprise that domestic factors are at play here.</li>
<li>Equally important, investor expectations do not deviate all that much from the growth in earnings-per-share forecasted by the aggregate global earnings bellwether.</li>
</ul>


Three out of my four global earnings indicators point to significant earnings growth.
Chinese producer prices are the outlier, but it's no surprise that domestic factors are at play here.
Equally important, investor expectations do not deviate all that much from the growth in earnings-per-share forecasted by the aggregate global earnings bellwether.


Company Earnings: They Will Go Up, and Expectations Are Far from Excessive