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

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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

Multiple Countries / Cross Asset Strategy

<ul>
<li>Our aggregate bellwether earnings indicator point to a 20% decline in global earnings-per-share.</li>
<li>This contrasts sharply with market expectations, which continue to project earnings growth in all major regions.</li>
<li>Combining our earnings estimate with current global equity market valuation also results in significant downside.</li>
</ul>


Our aggregate bellwether earnings indicator point to a 20% decline in global earnings-per-share.
This contrasts sharply with market expectations, which continue to project earnings growth in all major regions.
Combining our earnings estimate with current global equity market valuation also results in significant downside.


Global Earnings on the Edge: A Concise Analysis of Key EPS Indicators