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?

March FOMC Meeting Conclusion: Powell Likes His Balance Sheet ‘BIG!

Japan Removes Negative Interest Rate Policy – The End of an Era and Long Yen?

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>Switzerland sparks the start of a global wave of monetary policy easing. And it’s only March!</li>
<li>Why are central banks already contemplating rate cuts when inflation levels are significantly above target, and the global economy is at full employment?</li>
<li>I explain why investors should pay more attention to the MOVE Index and less to the VIX Index. It comes down to the answer to the question above.</li>
</ul>


Switzerland sparks the start of a global wave of monetary policy easing. And it’s only March!
Why are central banks already contemplating rate cuts when inflation levels are significantly above target, and the global economy is at full employment?
I explain why investors should pay more attention to the MOVE Index and less to the VIX Index. It comes down to the answer to the question above.


iShares 20+ Year Treasury Bond ETF (TLT US)

Chicago Board Options Exchange Volatility Index (VIX INDEX)

Chicago Board Options Exchange Volatility Index

The Weekly Market Monitor – Global Monetary Policy Easing Has Begun!