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

Equity Market Complacency? Why the VIX Index Is Trading Below 20

Money Market Funds – Bank Profitability Pressure and the Great Recession Delay

High Yield Bonds: Defaults Rising to 5.0% but Spreads in Lalaland

Treasury Yields Reversing Higher; U.S. Dollar and High Yield Spreads to Follow?

Yields Up? Add Another 10% Downside for Stocks!

Downgrading Energy; SPX Final Reach Up to 4300-4325?; Buys in Restaurants, Retailers, Industrials

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>Back in 2020, the yield on global Treasuries was 0.4%, and negative on money market funds. </li>
<li>But the biggest central bank tightening cycle in decades has turned things around completely.</li>
<li>Bonds offer a significantly higher volatility-adjusted yield, but now face fierce competition from money market funds.</li>
</ul>


Back in 2020, the yield on global Treasuries was 0.4%, and negative on money market funds. 
But the biggest central bank tightening cycle in decades has turned things around completely.
Bonds offer a significantly higher volatility-adjusted yield, but now face fierce competition from money market funds.


TINA Has Left, Bond Yields Shine, and Cash Is King!