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

Navigating the Yield Curve: What It Means for Equities, Other Assets, and Recession

The Weekly Market Monitor (23) - Fighting Sentiment?

Back to the Future: ‘US Unemployment Hits 7% in January 2025’

Weekly Market Monitor 14 - Did the Fed Finally Break the US Labor Market?

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>The good: payrolls, ADP, initial jobless claims, job opening, and wage growth.</li>
<li>The Bad: ISM Services Employment, Permanent Job Losers, and Quits Rate</li>
<li>The Ugly: Average Weekly Hours, Continuing Jobless Claims, the Fed Tightening Cycle</li>
</ul>


The good: payrolls, ADP, initial jobless claims, job opening, and wage growth.
The Bad: ISM Services Employment, Permanent Job Losers, and Quits Rate
The Ugly: Average Weekly Hours, Continuing Jobless Claims, the Fed Tightening Cycle


The State of the US Labor Market – The Good, the Bad, and the Ugly