Jeroen Blokland

Contradicting investors

I am a fan of the Bank of America Global Fund Manager Survey. Not only because...

Jeroen Blokland

21 February 2022

On the way to a new recession?

The difference between US 10-year and 2-year yields has fallen to around 45...

14 February 2022

US Treasuries gaining appeal

US 10-year yields rose above 2.0 percent last week. The last time 10-year yields...

Making the most of it while you sleep

07 February 2022

Making most of it while you sleep

After its famous ARK vs. Berkshire Hathaway chart, the Financial Times recently...

How supply chain disruption threatens the stock rally

Jeroen Blokland, True Insights

957eb72e-0e47-… Fri, 09/10/2021 - 12:34

Contrary to what many central bankers and economists expect, “supply chain...

No walk sign US city

Forecasting: fund managers smaller in equities

Fund managers consider it less and less likely that the economy will continue to...

23 November 2020

‘Equities can return up to 16% in 2021’

‘It's a good time to be a bit more bullish again,' says Jeroen Blokland, head of...

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