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

Company Earnings: They Will Go Up, and Expectations Are Far from Excessive

The Weekly Market Monitor – Gold Bugs, Debt Bubbles, and Volatility Bites

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>After three disappointing CPI reports, ‘Jay’ has only a tiny platform left to perform his dovish act.</li>
<li>The ongoing decline of US Small Business Sentiment confirms the odds of a US recession are not zero.</li>
<li>Gold is smashing record after record, and economy pundits keep telling you this is all about momentum.</li>
</ul>


After three disappointing CPI reports, ‘Jay’ has only a tiny platform left to perform his dovish act.
The ongoing decline of US Small Business Sentiment confirms the odds of a US recession are not zero.
Gold is smashing record after record, and economy pundits keep telling you this is all about momentum.


The Weekly Market Monitor – Fed Doves Have Nowhere to Fly, Gold's Fairytale Continues