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 – Fed Doves Have Nowhere to Fly, Gold's Fairytale Continues

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>This week, the price of gold surged past USD 2,300 per Troy Ounce for the first time, and it was not because Western investors were rushing in.</li>
<li>Equity markets refuse to decline due to excessive fiscal stimulus, central bank eagerness to cut rates, and improving economic momentum.</li>
<li>Despite falling bond volatility, the MOVE index remains elevated relative to the VIX index, a sign of changing times.</li>
</ul>


This week, the price of gold surged past USD 2,300 per Troy Ounce for the first time, and it was not because Western investors were rushing in.
Equity markets refuse to decline due to excessive fiscal stimulus, central bank eagerness to cut rates, and improving economic momentum.
Despite falling bond volatility, the MOVE index remains elevated relative to the VIX index, a sign of changing times.


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