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

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

<ul>
<li>Professional forecasters, expecting a negative return of 2.5% on average for 2023, missed the S&amp;P 500 Index by a whopping 26%.</li>
<li>And based on their 2024 forecasts, with none of them daring to expect a return of 20% or more, there is an 85% likelihood that they will be wrong again. </li>
<li>Another 20% return on the S&amp;P 500 Index should definitely not be ruled out. Not based on historical return data nor in a bold macro environment.</li>
</ul>


Professional forecasters, expecting a negative return of 2.5% on average for 2023, missed the S&amp;P 500 Index by a whopping 26%.
And based on their 2024 forecasts, with none of them daring to expect a return of 20% or more, there is an 85% likelihood that they will be wrong again. 
Another 20% return on the S&amp;P 500 Index should definitely not be ruled out. Not based on historical return data nor in a bold macro environment.


The Average Return Doesn't Exist! - Most Professional Forecasters Will Be Wrong Again!