Global Multi-Asset Investment Strategist, True Insights

Jeroen Blokland

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.

Cross Asset Strategy

<ul>
<li>Unlike many suggest, the downgrade of the US credit rating by Fitch, resulting in the US losing its Triple-A status, will have significant impact on markets.</li>
<li>The disappointing ISM Manufacturing Index comes with massive downside for Equities in all regions.</li>
<li>While the Big Tech earnings dream get to live another day, the risks of a further and more significant slowdown in company earnings remain abundant.</li>
</ul>


Unlike many suggest, the downgrade of the US credit rating by Fitch, resulting in the US losing its Triple-A status, will have significant impact on markets.
The disappointing ISM Manufacturing Index comes with massive downside for Equities in all regions.
While the Big Tech earnings dream get to live another day, the risks of a further and more significant slowdown in company earnings remain abundant.


The Weekly Market Monitor (31) – Bye, Bye, Triple-A

Founder & CEO Bond Angle, LLC, Bond Angle, LLC

Vicki Bryan

Founder & CEO Bond Angle, LLC

Bond Angle, LLC

Insightful commentary and analysis on bond markets and market movers, including financial, economic, and industry catalysts and management shenanigans. 

High yield market investment research

Credit

<ul>
<li>Elon Musk has killed Twitter's last and greatest value by renaming it X. As in, fill in whatever the heck it is now. </li>
<li>Twitter's strong, globally recognized brand worth had been worth much as $20 billion—its last and only valuable asset.</li>
<li>Incredibly, it gets worse. Hundreds of other companies already own rights to the X name and logo—including META and Microsoft. </li>
</ul>


Elon Musk has killed Twitter's last and greatest value by renaming it X. As in, fill in whatever the heck it is now. 
Twitter's strong, globally recognized brand worth had been worth much as $20 billion—its last and only valuable asset.
Incredibly, it gets worse. Hundreds of other companies already own rights to the X name and logo—including META and Microsoft. 


Elon Musk's Latest X-Ceptionally Bad Idea

<ul>
<li>The surprisingly dovish tone of Federal Reserve Chairman Powell and ECB President Lagarde suggests the end of the tightening cycle is in, boding well for Equities and Treasuries.</li>
<li>After quarters of declining or negative earnings and revenue growth, Big Tech companies are finally showing improvement. </li>
<li>After being in Frenzy for three weeks, our Fear &amp; Frenzy Sentiment Index has slipped back to Neutral. </li>
</ul>


The surprisingly dovish tone of Federal Reserve Chairman Powell and ECB President Lagarde suggests the end of the tightening cycle is in, boding well for Equities and Treasuries.
After quarters of declining or negative earnings and revenue growth, Big Tech companies are finally showing improvement. 
After being in Frenzy for three weeks, our Fear &amp; Frenzy Sentiment Index has slipped back to Neutral. 


The Weekly Market Monitor (30) – Behold the Dovish Shift!

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Microsoft delivered an all-around beat in the most recent quarterly result.</li><li>Microsoft Cloud reached $110 billion in yearly revenue, with Azure accounting for more than 50% of the total.</li><li>Customers are moving their current workloads to Azure and investing in new workloads, causing Azure to gain market share.</li></ul>

Microsoft delivered an all-around beat in the most recent quarterly result.Microsoft Cloud reached $110 billion in yearly revenue, with Azure accounting for more than 50% of the total.Customers are moving their current workloads to Azure and investing in new workloads, causing Azure to gain market share.

Microsoft Corporation: Azure's Cloud Domination Continues! – Key Drivers

Asset Allocation & Fund Positioning, Copley Fund Research

Steven Holden

Asset Allocation & Fund Positioning

Copley Fund Research

Copley Fund Research provide research and data on asset allocation among Global and Emerging Market equity funds.  The analysis details absolute and relative positioning across countries, sectors and industries together with highly granular data on single stock and single fund allocations.  The data is updated monthly with time series going back to January 2011.

Global Research - Analysis of 165 prominent Global equity funds, combined AUM $335bn
GEM Research - Analysis of 127 prominent global EM equity funds, combined AUM $250bn

Asset Allocation - Global and GEM Equity

<ul>
<li>Global Fund exposure in NVIDIA Corp (NVDA US) has moved to record levels after a doubling of the share price this year.</li>
<li>New positions from UniNachhaltig Global, JP Morgan Global Focus  and BNY Mellon Global Equity (3.36%) were among a total of 14 funds who opened exposure to NVIDIA Corp in 2023.</li>
<li>Growth and Aggressive Growth funds are at maximum levels of ownership, whilst Value managers are showing some hesitancy here.</li>
</ul>


Global Fund exposure in NVIDIA Corp (NVDA US) has moved to record levels after a doubling of the share price this year.
New positions from UniNachhaltig Global, JP Morgan Global Focus  and BNY Mellon Global Equity (3.36%) were among a total of 14 funds who opened exposure to NVIDIA Corp in 2023.
Growth and Aggressive Growth funds are at maximum levels of ownership, whilst Value managers are showing some hesitancy here.


United States

Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.

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Microsoft Corp (MSFT US)

The Weekly Market Monitor (31) – Bye, Bye, Triple-A

The US has lost the Triple A-rating, which, unlike many suggest, will have major implications. If not in the short run, then definitely in the long...

Jeroen Blokland

Elon Musk's Latest X-Ceptionally Bad Idea

Elon Musk's latest boneheaded move is to dump the Twitter brand, worth as much as $20 billion, to name it "X" after his his longtime vanity...

Vicki Bryan

The Weekly Market Monitor (30) – Behold the Dovish Shift!

A surprisingly hawkish tone of central bankers suggests the end of the tightening cycle is near, with positive implications for Equities and...

Jeroen Blokland

Microsoft Corporation: Azure's Cloud Domination Continues! – Key Drivers

Microsoft delivered an all-around beat in the most recent quarterly result. Microsoft Cloud reached $110 billion in yearly revenue, with Azure...

Baptista Research

NVIDIA: Global Funds Hit New Highs

Global Fund exposure in NVIDIA Corp (NVDA US) has moved to record levels after a doubling of the share price this year..

Steven Holden

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