Opto Sessions – Invest in the Next Big Idea

Jeroen Blokland - Downgrading Equities, 'MSV', & Asset Allocation Amid Market Turmoil

April 21, 2022 Haydn Brain & Ed Gotham Season 1 Episode 112
Opto Sessions – Invest in the Next Big Idea
Jeroen Blokland - Downgrading Equities, 'MSV', & Asset Allocation Amid Market Turmoil
Show Notes

Jeroen Blokland is the Founder of True Insights, a macro investment research platform. Having accumulated over 20 years of experience working in financial markets and asset management, Jeroen struck out on his own to offer elite-level research to retail and institutional clients alike. Having headed up Multi-asset at Robeco, a leading global asset manager with over 200bn euros in AUM, Jeroen has significant experience building and managing portfolios, and a time-tested track record in tactical asset allocation.

We use True Insights’ proprietary ‘Macro,’ ‘Sentiment,’ and ‘Valuation’ investment framework to get under the hood of the global economy, assessing the odds of a looming recession, and discussing how investors can under or overweight each asset class to navigate today’s tumultuous market environment. Enjoy!

Learn more about True Insights market research at: https://true-insights.net/
And for a free 14-day trial, visit: https://true-insights.net/register/premium/monthly/

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

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