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 (27) – Will the Bull Survive?

Why Our "Ultimate Market Timing Model" Is Cautious

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.

Macroeconomics

<ul>
<li>US GDP growth has been negative on average in the six months following an ISM Manufacturing Index of 46 or lower.</li>
<li>The US unemployment rate rises significantly when the ISM Manufacturing drops to 46 or lower.</li>
<li>A in-depth analysis of the ISM pattern during major economic downturns reveals this time may still be different.</li>
</ul>


US GDP growth has been negative on average in the six months following an ISM Manufacturing Index of 46 or lower.
The US unemployment rate rises significantly when the ISM Manufacturing drops to 46 or lower.
A in-depth analysis of the ISM pattern during major economic downturns reveals this time may still be different.


ISM at 46: Recession Within Six Months, or This Time Is Different?