Blokland Smart Multi-Asset Fund E
Jeroen BloklandBlokland Smart Multi-Asset Fund (English)
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 83 | Founded | 2 years ago | Last Issue | 9 days ago |
| Active | |||||
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bloklandfunde.substack.comLatest Issues
The Macro Investor is dead! Long Live the Geopolitical Investor!
If there is one thing that defines the investment world, it is that it is filled with clichés, parrots, and an enormous resistance to change. At times, it is almost laughable to watch market experts repeat the same one-liners for twenty yea...
This Is Not the End of the Bull Market
As the war in Iran continues without a clear end in sight, recession narratives are gaining momentum. And while the world has once again been reminded that it is anything but independent from fossil fuels, other indicators suggest that the...
The Month of Blokland Newsletter #19 Calm Returning to Markets?
The Month of Blokland is my monthly reality check for investors. Markets react to every new headline coming out of the Middle East, but that is not where the real story sits.
Beneath the surface, the same structural forces remain dominant:...
Active Investment Policy or Herd behavior?
Dutch pension provider APG has published its 2025 returns, and they were not impressive, to say the least. Of course, every investor faces headwinds from time to time. What stands out, however, is that the Netherlands’ largest pension asset...
Gold Falls, But Where Is the Panic?
In recent weeks, one dominant explanation has circulated for gold’s decline: investors need liquidity. Margin calls, forced selling, and the familiar phrase, “sell what you can, not what you want.” It sounds logical, especially if investors...
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The writers behind this newsletter.
Founder and Manager of the Blokland Smart Multi-Asset Fund
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