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

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

Multiple Countries / Cross Asset Strategy

<ul>
<li>China's trade, credit growth, and inflation numbers were all uninspiring. Not offering the counterweight to slowing growth in the rest of the world that many investors are hoping for.</li>
<li>NASDAQ:  the percentage of stocks trading above their 200-day moving average is a meager 30%.</li>
<li>Global earnings numbers will drop. China’s producer price deflation intensified in April, with the PPI falling 3.6% from a year ago. Historically, there is a close relationship between global earnings-per-share. </li>
</ul>


China's trade, credit growth, and inflation numbers were all uninspiring. Not offering the counterweight to slowing growth in the rest of the world that many investors are hoping for.
NASDAQ:  the percentage of stocks trading above their 200-day moving average is a meager 30%.
Global earnings numbers will drop. China’s producer price deflation intensified in April, with the PPI falling 3.6% from a year ago. Historically, there is a close relationship between global earnings-per-share. 


Range Bound - Portfolio Changes, China's Low Pulse, Why Earnings Will Go Down, and More