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 – Global Monetary Policy Easing Has Begun!

Japan - Rising Rates: Focus On Banks With High Cash And Low Margins

The Weekly Market Monitor – These Two All-Time Highs Are No Coincidence!

Gold – An Excellent Addition to Any Investment Portfolio!

US Inflation: Bad Enough for Powell to Change Course?

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>US retail sales are off to a lousy start in 2024. Excess savings are gone, and the regular savings rate is low. The end of extraordinary US GDP growth?</li>
<li>The higher-than-expected producer price data robbed investors of the ‘Fed must cut rates soon’ narrative. Interestingly, the PPI suggests lower inflation from here.</li>
<li>Will the Bank of Japan finally remove its long-lasting negative interest rate policy? Wage growth says ‘yes.’</li>
</ul>


US retail sales are off to a lousy start in 2024. Excess savings are gone, and the regular savings rate is low. The end of extraordinary US GDP growth?
The higher-than-expected producer price data robbed investors of the ‘Fed must cut rates soon’ narrative. Interestingly, the PPI suggests lower inflation from here.
Will the Bank of Japan finally remove its long-lasting negative interest rate policy? Wage growth says ‘yes.’


The Weekly Market Monitor – The End of Goldilocks?