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

Weekly Market Monitor - Week 19 Macro Momentum Is Fading, but Market Momentum Is Building.

Federal Reserve: Skipping the Pause and Pivot

Industrial Metal Prices Melt as Global Recession Fears Heat Up

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>The latest Empire State Manufacturing Index points to an ISM Manufacturing Index of 42.5, a recession, and lower stock markets.</li>
<li>China's reopening is driven by less than half of its economy, consumers. Production, Property, and Financing are lagging.</li>
<li>Germany – Waiting for a recession? It’s already in one.</li>
</ul>


The latest Empire State Manufacturing Index points to an ISM Manufacturing Index of 42.5, a recession, and lower stock markets.
China's reopening is driven by less than half of its economy, consumers. Production, Property, and Financing are lagging.
Germany – Waiting for a recession? It’s already in one.


Spoiler Alert: Global Macro Data Is Tilting the Wrong Way