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

Ugly CPI Report Leaves Powell Less Room to Sound Dovish

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

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>Ironically, the country with the central bank that refuses to tighten extremely loose monetary policy has hit a recession first. Congrats Japan!</li>
<li>Bitcoin has breached the USD 1 billion threshold again. The reason is that US spot ETFs must buy every bitcoin available to meet demand. Investors are extremely hungry for digital gold!</li>
<li>And my bellwether global earnings indicator points to positive earnings growth for the first time in a long time.</li>
</ul>


Ironically, the country with the central bank that refuses to tighten extremely loose monetary policy has hit a recession first. Congrats Japan!
Bitcoin has breached the USD 1 billion threshold again. The reason is that US spot ETFs must buy every bitcoin available to meet demand. Investors are extremely hungry for digital gold!
And my bellwether global earnings indicator points to positive earnings growth for the first time in a long time.


The Weekly Market Monitor – Recession Strikes the Most Accommodative Economy, Bitcoin Shines!