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

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Asset Class Performance After the Final Hike – Part II Equities, Treasuries, Commodities, and Gold

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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>US equities have celebrated the end of more recent major Fed tightening cycles, realizing healthy returns after the final rate hike.</li>
<li>Things look pretty different after the first Fed rate cut following these major tightening cycles.</li>
<li>US equities also do well between the final Fed hike and the first rate cut. Stay tuned as we will expand this analysis to other asset classes.</li>
</ul>


US equities have celebrated the end of more recent major Fed tightening cycles, realizing healthy returns after the final rate hike.
Things look pretty different after the first Fed rate cut following these major tightening cycles.
US equities also do well between the final Fed hike and the first rate cut. Stay tuned as we will expand this analysis to other asset classes.


Asset Class Performance After the Final Hike – Part I Equities