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 – The End of Goldilocks?

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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>Gold has realized an equity-like return over the last 20 years.</li>
<li>Gold has shown zero sensitivity to equity market declines, making it an excellent portfolio diversifier.</li>
<li>With the long-term outlook for bonds clouded (structurally lower yields and higher volatility), gold will likely become investors' preferred equity hedge.</li>
</ul>


Gold has realized an equity-like return over the last 20 years.
Gold has shown zero sensitivity to equity market declines, making it an excellent portfolio diversifier.
With the long-term outlook for bonds clouded (structurally lower yields and higher volatility), gold will likely become investors' preferred equity hedge.


Gold – An Excellent Addition to Any Investment Portfolio!

United States

Gold – An Excellent Addition to Any Investment Portfolio!