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

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.

Macroeconomics

<ul>
<li>Based on the stellar rise in the 30-year US mortgage rate, US home prices look extremely expensive relative to history.</li>
<li>We provide a regression model using the 30-year fixed mortgage rate and months of supply of new one-family homes to estimate the change in home prices 12 months from now.</li>
<li>This regression model suggests home prices will drop by as much as 15% from the latest-known level. <a href="https://www.smartkarma.com/entities/ishares-u-s-real-estate-etf" target="_blank" data-smartkarma-citation="entities:32803:1" rel="noopener">iShares U.S. Real Estate ETF (IYR US)</a> </li>
</ul>


Based on the stellar rise in the 30-year US mortgage rate, US home prices look extremely expensive relative to history.
We provide a regression model using the 30-year fixed mortgage rate and months of supply of new one-family homes to estimate the change in home prices 12 months from now.
This regression model suggests home prices will drop by as much as 15% from the latest-known level. iShares U.S. Real Estate ETF (IYR US) 


US Housing Market Forecast: Brace for a 15% Drop in Prices