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 – How China Is Pushing Stocks Higher Except at Home

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The Weekly Market Monitor – The 34-Year Wait Is Over!

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 relationship between total debt-to-GDP and bond yields is negative.</li>
<li>The rationale is simple: central banks implementing extreme monetary policy to push yields down artificially.</li>
<li>The combination of structurally low-interest rates, higher inflation, and growing worries about debt sustainability requires a portfolio shuffle.</li>
</ul>


The relationship between total debt-to-GDP and bond yields is negative.
The rationale is simple: central banks implementing extreme monetary policy to push yields down artificially.
The combination of structurally low-interest rates, higher inflation, and growing worries about debt sustainability requires a portfolio shuffle.


The Ultimate Debt Chart: Why Central Banks Hold the Key to Debt Sustainability