Wat begon als simpele nieuwsgierigheid naar de argumenten voor en tegen #HighYield, groeide uit tot een fundament van Alpha Research: de Asset Allocatie Consensus. In 2012 startte ik met een bescheiden groep van 20 strategen... linkedin.com/pulse/150e-edi…

In this graphic, the largest #PrivateEquity firms globally are in a market facing mounting headwinds visualcapitalist.com/worlds-top-50-… via @visualcap

Zien we een vlucht naar veiligheid? Of zit het anders? In mijn nieuwste post laat ik zien dat #Cash, #GovernmentBonds en #Europa terrein winnen in de portefeuilles van professionals. Het lijkt ‘risk-off’, maar misschien is het juist iets strategischer… linkedin.com/pulse/fast-new…

Explore asset class performance from 2020 to 2024, highlighting trends in #Bitcoin, #Gold, #Equities, and #Bonds. visualcapitalist.com/how-major-asse… via @visualcap

The #OECD projects global #inflation to ease by 2026, with stark differences between #countries. See the latest projections in this infographic. visualcapitalist.com/visualized-glo… via @visualcap

How have expert #predictions for 2025 played out so far? This midyear update explores how right and wrong the experts were on the top #forecasts for 2025. visualcapitalist.com/prediction-con… via Visual Capitalist

Wat lees jij deze zomer? Ik deel in deze post de boeken die mijn kijk op beleggen, geopolitiek (en schaken) scherpen — benieuwd naar jouw tips! -> linkedin.com/pulse/books-bo…

De toegevoegde waarde van de Asset Allocatie Consensus. Of je nu #CIO bent, #portfoliomanager of #strateeg: gebruik de kracht van de consensus. Het is niet spectaculair, wel verstandig -> linkedin.com/pulse/de-toege…

From language that moves markets to the pitfalls of overtrading – you’ll find it all in my new newsletter. I share 2 must-reads, 3 key insights from our event, and ING’s award-winning sector rotation view. In short: plenty of food for allocation debates -> linkedin.com/pulse/words-vs…

When #diversification meets #debt: this week’s What I’ve Been Reading connects #trendfollowing, #climate #impact & America’s $38T question. How #inflation may become the new debt reduction — and why #HighYield still stands out. Alpha Research linkedin.com/pulse/from-tre…

Having a rear-view-mirror mindset is risky when you’re setting long-term return expectations. "Yes, the US probably has got a growth advantage, but now we are pricing such a big growth advantage that with these almost double valuations." "We are giving US equities the biggest

7 percentage point spread per annum for US EW vs SPY on valuation 😳

With outlook season behind us, every self-respecting asset manager has now released their 2026 view. And yes, I found them all. 68 TAA reports later… The upside? The crowd actually knows quite a lot 👇 asset-allocation-report.com/p/what-strateg…

Favorite books of 2025! news.theideafarm.com/p/investors-pi…

10 Xmas Eve Reads: -Will Prediction Markets Make Stock Market Obsolete? -Once Wall St’s High Flyer, PE Loses Its Luster -Inside America’s Costco economy -Mortgage Rates Are Falling but Owners Still Won’t Sell -50+ US Lawmakers Are Retiring Next Year. Why? ritholtz.com/2025/12/christ…

#EmergingMarkets are #1 in #equities and #bonds in my latest Asset Allocation Consensus. Where do you land, A or B? A) Dollar/conditions trade B) Fundamentals and valuation/carry stand on their own -> : asset-allocation-report.com/p/em-is-a-doub…

14% Overweight #GovernmentBonds. 49% Underweight. Yet 100% of the bond bulls also Overweight #Equities. Hedge inside risk-on, or mispriced duration? Full breakdown here: asset-allocation-report.com/p/14-overweigh…