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

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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>Gold Has closed at its highest monthly close price ever! And further gains lie ahead in the coming years. Yet, most multi-asset investors still do not have any exposure to the yellow metal.</li>
<li>What if not the Fed but the ECB cuts rates first? Incoming inflation data suggests a 2024 combination of deflation and recession is increasingly likely, leaving the ECB little room but lower rates.</li>
<li>Oil fell as OPEC+ half-heartedly presented another one million barrels per day production cut, which has written ‘voluntary’ all over it.</li>
</ul>


Gold Has closed at its highest monthly close price ever! And further gains lie ahead in the coming years. Yet, most multi-asset investors still do not have any exposure to the yellow metal.
What if not the Fed but the ECB cuts rates first? Incoming inflation data suggests a 2024 combination of deflation and recession is increasingly likely, leaving the ECB little room but lower rates.
Oil fell as OPEC+ half-heartedly presented another one million barrels per day production cut, which has written ‘voluntary’ all over it.


The Weekly Market Monitor – Gold Shines, Oil Slumps, and Yields Should Reverse