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 – 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>Geopolitical tensions and worries about inflation are overshadowing intrinsically bullish market sentiment and decent earnings reports.</li>
<li>Contrary to what has become the latest market muse, higher interest rates do not explain the resilience of the US consumer and economy.</li>
<li>China's data dump raises serious questions about its true underlying growth momentum, suggesting that its consumers will continue to buy gold.</li>
</ul>


Geopolitical tensions and worries about inflation are overshadowing intrinsically bullish market sentiment and decent earnings reports.
Contrary to what has become the latest market muse, higher interest rates do not explain the resilience of the US consumer and economy.
China's data dump raises serious questions about its true underlying growth momentum, suggesting that its consumers will continue to buy gold.


The Weekly Market Monitor – Rockets Roar While Hawks Take Off