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 – Rockets Roar While Hawks Take Off

March FOMC Meeting Conclusion: Powell Likes His Balance Sheet ‘BIG!

Japan Removes Negative Interest Rate Policy – The End of an Era and Long Yen?

Gold – An Excellent Addition to Any Investment Portfolio!

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 Services ex Shelter inflation spiked to over 8% in March!</li>
<li>Powell must work magic to stick to three rate cuts for this year.</li>
<li>Yet the odds remain high that we will see three or more rate cuts, but that doesn't help you much now.</li>
</ul>


US Services ex Shelter inflation spiked to over 8% in March!
Powell must work magic to stick to three rate cuts for this year.
Yet the odds remain high that we will see three or more rate cuts, but that doesn't help you much now.


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