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 – Are Central Banks Finally Breaking Sentiment?

The Weekly Market Monitor – The ECB’s Unreasonable Hike While the UK Falls into Recession

Saudi Arabia Is Now in Charge of the Federal Reserve

The Growing Central Bank Dilemma and the FX Trade that Goes with It

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>While US headline inflation is returning to pre-Covid levels faster than average, the risks of premature celebrations are high!</li>
<li>In the Eurozone, headline inflation is nowhere near pre-shock levels, and our inflation outlook suggests it may well take another year now that oil prices are spiking. </li>
<li>Central banks have no choice but to accept stagflation, or worse, keeping rates higher for longer, which is NOT reflected in stock markets.</li>
</ul>


While US headline inflation is returning to pre-Covid levels faster than average, the risks of premature celebrations are high!
In the Eurozone, headline inflation is nowhere near pre-shock levels, and our inflation outlook suggests it may well take another year now that oil prices are spiking. 
Central banks have no choice but to accept stagflation, or worse, keeping rates higher for longer, which is NOT reflected in stock markets.


The Latest IMF Study on Inflation Calls for Even More Rate Hikes!