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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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>The Bloomberg Industrial Metals Index has plunged by 14% during the last month, casting an ominous cloud over the much-anticipated soft landing that investors have been hoping for.</li>
<li>The ongoing decline in commodity prices, down 26% from their peak, now suggests an implied US recession probability of 68%. </li>
<li>And in our updated US Recession Scoreboard, the recent dip in copper mirrors a somewhat elevated, yet increasing, chance of a US recession. </li>
</ul>


The Bloomberg Industrial Metals Index has plunged by 14% during the last month, casting an ominous cloud over the much-anticipated soft landing that investors have been hoping for.
The ongoing decline in commodity prices, down 26% from their peak, now suggests an implied US recession probability of 68%. 
And in our updated US Recession Scoreboard, the recent dip in copper mirrors a somewhat elevated, yet increasing, chance of a US recession. 


Industrial Metal Prices Melt as Global Recession Fears Heat Up