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

Key Insight from the Federal Reserve Meeting: Soft Landing Rules!

The Weekly Market Monitor – Another Banking Crisis? Not if Powell Has Anything to Say About It!

Further Cracks Appearing in the US Economy

Are the Magnificent 7 a Danger to Your Portfolio?

The Magnificent 7 Are No Reason to Exit Stocks!

The Weekly Market Monitor – VIX Hits Multi-Year Low, Investors Can’t See Any Risks!

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>The US economy grew much faster than expected in Q4, raising questions about whether yields will ever hurt economic momentum. The secret: fight higher interest burdens with more debt.</li>
<li>Employees of the ECB are happy to work there. We get that, Christine, but this doesn’t make you a great leader. Let’s talk again when the ECB must cut rates before Summer.</li>
<li>When it comes to Macro policies, China is just like everyone else. Whenever there is a problem, don’t solve it; just throw debt and liquidity at it. Chinese stocks are outperforming this week!</li>
</ul>


The US economy grew much faster than expected in Q4, raising questions about whether yields will ever hurt economic momentum. The secret: fight higher interest burdens with more debt.
Employees of the ECB are happy to work there. We get that, Christine, but this doesn’t make you a great leader. Let’s talk again when the ECB must cut rates before Summer.
When it comes to Macro policies, China is just like everyone else. Whenever there is a problem, don’t solve it; just throw debt and liquidity at it. Chinese stocks are outperforming this week!


Shanghai Stock Exchange Composite Index (SHCOMP INDEX)

The Weekly Market Monitor – Growth = Debt, China's Liquidity Wave & Earnings Not Falling off a Cliff