Asset allocation and country/region investment strategy

Cross Asset Strategy

Macroeconomics

Thematic (Sector/Industry)

Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

Hard catalysts (M&As, spin-offs, demergers, index rebalances) & discount arbitrage (holdco, share-class)

Event-Driven

United States

China

Germany

Japan

United Kingdom

France

South Korea

Italy

Switzerland

Spain

Netherlands

Canada

India

Saudi Arabia

Egypt

Iran

Turkey

Russia

Israel

Cameroon

Greece

Gabon

Czech Republic

Poland

Qatar

Zambia

United Arab Emirates

Sweden

Kenya

Tunisia

South Africa

Ukraine

Cyprus

Australia

Belgium

Finland

Norway

Denmark

Austria

Croatia

Lithuania

Serbia

Slovenia

Mauritius

Benin

Burkina Faso

Ivory Coast

Mali

Niger

Senegal

Togo

Botswana

Lebanon

Hungary

Malta

Liechtenstein

Bulgaria

Iceland

Ireland

Luxembourg

Monaco

Portugal

Oman

Nigeria

Ghana

Estonia

Romania

Morocco

Iraq

Bahrain

Jordan

Zimbabwe

Kuwait

Palestine

Singapore

Hong Kong

Argentina

Cambodia

Colombia

Mexico

Malaysia

Brazil

Pakistan

Philippines

Thailand

Taiwan

Indonesia

Panama

Peru

Chile

Bermuda

Myanmar

The S&P 500® is widely regarded as the best single gauge of large-cap U.S. equities and serves as the foundation for a wide range of investment products. The index includes 500 leading companies and captures approximately 80% coverage of available market capitalization.

The MSCI World Index is a free-float weighted equity index. It was developed with a base value of 100 as of December 31, 1969. MXWO includes developed world markets, and does not include emerging markets. MXWD includes both emerging and developed markets.

Gold is a chemical element with the symbol Au (from Latin: aurum) and the atomic number 79. In its purest form, it is a bright, slightly reddish yellow, dense, soft, malleable and ductile metal. Chemically, gold is a transition metal and a group 11 element. It is one of the least reactive chemical elements, and is solid under standard conditions. The metal therefore occurs often in free elemental (native) form, as nuggets or grains, in rocks, in veins and in alluvial deposits. It occurs in a solid solution series with the native element silver (as electrum) and also naturally alloyed with copper and palladium. Less commonly, it occurs in minerals as gold compounds, often with tellurium (gold tellurides).

Virtual currencies are decentralized, math-based digital assets in which transactions can be performed cryptographically without the need for a central issuing authority. The first specification and proof of concept of Bitcoin, the first widely used virtual currency, was published in 2009 based on a paper published pseudonymously by Satoshi Nakamoto.

The MSCI Em (Emerging Markets) Index is a free-float weighted equity index that captures large and mid cap representation across Emerging Markets (EM) countries. The index covers approximately 85% of the free float-adjusted market capitalization in each country.

Crude oil is a naturally occurring, unrefined petroleum product composed of hydrocarbon deposits and other organic materials. Crude oil can be refined to produce usable products such as gasoline, diesel and various forms of petrochemicals. It is a nonrenewable resource, also known as a fossil fuel, which means that it can't be replaced naturally at the rate we consume it and is therefore a limited resource.

The Chinese renminbi (yuan) is the official currency of The People's Republic of China. 

iShares iBoxx High Yield Corporate Bond ETF is an exchange-traded fund incorporated in the USA. The ETF seeks to track the investment results of an index composed of U.S. dollar-denominated, high yield corporate bonds.

The VIX Index is a financial benchmark designed to be an up-to-the-minute market estimate of the expected volatility of the S&P 500® Index, and is calculated by using the midpoint of real-time S&P 500 Index (SPX) option bid/ask quotes.

Chicago Board Options Exchange Volatility Index (VIX INDEX)

Chicago Board Options Exchange Volatility Index

Information Technology

Real Estate

Financials

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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.

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

Jeroen Blokland
Global Multi-Asset Investment Strategist
• True Insights

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Areas of Expertise

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