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Episode #473: Jeroen Blokland, True Insights – Multi Asset Masterclass

Meb Faber Research

Episode #473: Jeroen Blokland, True Insights – Multi Asset Masterclass Guest: Jeroen Blokland is founder or True Insights, an independent research provider, and previously spent over a decade at Robeco.

Assets 97
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Best Financial Markets To Trade in 2024 – Top Trading Markets

Trade Brains

Best Financial Markets to Trade : Are you looking to explore the best financial markets to trade in 2024? It is obvious that we may occasionally get confused in our decision-making when faced with the many different pieces of advice regarding financial planning, trading, and investments. What are Financial Markets?

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Financial Market Round-Up – Jan’24

Truemind Capital

Most of the time, even the winners account for very low weight in the overall assets, resulting in miniscule contribution to the portfolio returns. For example, a stock rising by 100% in a year, if had a weightage of 1% in the overall assets, adds only 1% more return to the portfolio.

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Strategic Update – Q4 2023

Discipline Funds

Macroeconomic Overview Our macroeconomic forecast for 2023 called for a year of disinflation and “muddle through” That means we expected the economy to remain sluggish and for inflation to show positive rates of change that were sequentially slower. Here’s our latest strategic update given recent changes for Q4 and beyond.

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Financial Market Round-Up – Apr’23

Truemind Capital

Higher valuation of Indian markets compared to Global peers along with negligible earnings growth also didn’t help. One should not be over-allocated to equity (check the 3rd page for asset allocation) at the current levels and any exposure should primarily be towards large cap-oriented value portfolios against growth stocks.

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Financial Market Round-Up – Jul’23

Truemind Capital

We believe the markets will be more volatile over the next 1 year than they have been in the last 7 years. We continue to stay under-allocated to equity (check the 3rd page for asset allocation) at the current valuation levels. Overall, we continue to recommend sticking to asset allocation with discipline. Sensex went up by 9.5%

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10 Wednesday AM Reads

The Big Picture

News From Watches & Wonders Geneva 2023 : 2023 ( Bloomberg ) see also The Best New Watch Designs of 2023 : Here are the top timepieces from the annual Watches and Wonders trade show in Geneva. trillion asset manager of TIAA. Forbes ) • All the Big (and Small!) and more—signs of warmer days to come. (

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