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

A Real-Time Estimate of Gold's Market Cap and Bitcoin's Potential Value

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>Lower US GDP growth and higher inflation have revealed that sentiment is turning negative due to the latter.</li>
<li>China is stuck between a rock and a hard place, which makes expecting a short-term devaluation of the Chinese Yuan a bit too easy.</li>
<li>Will the labor market open the door to a recession? And what's up with gold and Bitcoin lately?</li>
</ul>


Lower US GDP growth and higher inflation have revealed that sentiment is turning negative due to the latter.
China is stuck between a rock and a hard place, which makes expecting a short-term devaluation of the Chinese Yuan a bit too easy.
Will the labor market open the door to a recession? And what's up with gold and Bitcoin lately?


The Weekly Market Monitor – Is that Stagflation? And What Is China’s Impossible Choice?