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 – Valuation Woes and Currency Moves

The Growing Central Bank Dilemma and the FX Trade that Goes with It

The Weekly Market Monitor – One Strike, Two Strikes, …

Seasonality: September Is a Bad Month for ALL Risky Asset Classes

Risk-Adjusted Yields and High Correlation Make Equities Unattractive!

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>This week, we look at the skewed US personal income and spending data, concluding that wage growth must take over quickly to keep spending afloat. </li>
<li>This week, we look at the skewed US personal income and spending data, concluding that wage growth must take over quickly to keep spending afloat. </li>
<li>We discuss the latest developments surrounding Bitcoin and a spot Bitcoin ETF. While approval odds steadily rise, low attention and trading volumes reveal that investors are preoccupied with AI. </li>
</ul>


This week, we look at the skewed US personal income and spending data, concluding that wage growth must take over quickly to keep spending afloat. 
This week, we look at the skewed US personal income and spending data, concluding that wage growth must take over quickly to keep spending afloat. 
We discuss the latest developments surrounding Bitcoin and a spot Bitcoin ETF. While approval odds steadily rise, low attention and trading volumes reveal that investors are preoccupied with AI. 


The Weekly Market Monitor – Spending Pressure, Labor Lull, and Bitcoin Fatigue