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 – Immaculate Disinflation, Spiking Yields, and the Waiting Continues

Real Rates Above 2%? Buy Bonds and Sell Equities

The Weekly Market Monitor – Real Rates = Growth Scare?

The Weekly Market Monitor – Are Central Banks Finally Breaking Sentiment?

The Latest IMF Study on Inflation Calls for Even More Rate Hikes!

The Weekly Market Monitor – The ECB’s Unreasonable Hike While the UK Falls into Recession

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>Americans have much less appetite for spending money during the coming ‘holiday season’ than in July.</li>
<li>A parallel is building between current macro-consumer conditions and Q4 2018, when retail sales tumbled by what was then the biggest decline on record.  </li>
<li>Spiking interest rates, falling consumer sentiment, a somewhat less resilient labor market, and depleted excess savings may accumulate in another sudden spending stop.</li>
</ul>


Americans have much less appetite for spending money during the coming ‘holiday season’ than in July.
A parallel is building between current macro-consumer conditions and Q4 2018, when retail sales tumbled by what was then the biggest decline on record.  
Spiking interest rates, falling consumer sentiment, a somewhat less resilient labor market, and depleted excess savings may accumulate in another sudden spending stop.


Party like It's 2018?