Investment Strategy and Market Analysis by Jeroen Blokland
Jeroen Blokland is a Dutch fund manager and the founder of the Blokland Smart Multi-Asset Fund, which integrates equities, gold, and Bitcoin into a single portfolio strategy. Earlier in his career, he managed multi-asset portfolios at Robeco, overseeing more than €5 billion in client assets. His investment philosophy is built on a Macro – Sentiment – Valuation framework, which combines long-term macroeconomic views with short-term market sentiment indicators. The Blokland fund, launched in 2023, reported favorable early returns, partly driven by its allocation to scarce assets like gold and Bitcoin.
Blokland is a frequent commentator in Dutch and international financial media, with interviews and analyses published in outlets reaching audiences of hundreds of thousands. He regularly publishes research on inflation hedges and asset diversification, and his perspectives on Bitcoin’s role in institutional portfolios have been cited in leading European financial platforms. With more than two decades of investment experience, Blokland remains an influential voice in shaping how traditional and digital assets coexist in balanced portfolios.
Gold rises to nearly 25 percent of central bank reserves, Jeroen Blokland notes
Jeroen Blokland highlights a shift in global monetary reserves, noting that gold now accounts for nearly 25 percent of central bank reserve assets. This marks a significant increase compared to ...
Jeroen Blokland: High capital gains tax faces difficulty when stock market drops sharply
Jeroen Blokland questions the effectiveness of maintaining a high capital gains tax rate aimed at securing sufficient annual government revenue. He argues that when investors are allowed to ...
Gold makes up only 3% of family office portfolios, Jeroen Blokland notes
Jeroen Blokland points out that family offices allocate an average of just 3% of their portfolios to gold. In contrast, endowments, pension funds, and most traditional asset managers reportedly ...
Jeroen Blokland: Central banks urge end to rate hikes as oil prices fall
Jeroen Blokland comments on the current stance of central banks as oil prices decline, yet inflation remains significantly above target and expectations stay elevated. Blokland highlights that ...
Reducing investment taxes could yield billions for Dutch households, Jeroen Blokland argues
Jeroen Blokland suggests that making investing more attractive than saving by reducing taxes on investments could quickly generate billions in additional value for both Dutch households and the ...
Jeroen Blokland: Blokland Smart Multi-Asset Fund attends IEX Beleggersdag 2026 in Bussum
Jeroen Blokland shares that the Blokland Smart Multi-Asset Fund participated in the IEX Beleggersdag 2026 in Bussum for the first time. He points out that this marks the fund's debut at a major ...
Federal Reserve members see possible rate hike this year, Jeroen Blokland notes
Jeroen Blokland reports that the Federal Reserve has decided to keep interest rates unchanged. According to Blokland, nine out of eighteen members of the Federal Open Market Committee anticipate a ...
Jeroen Blokland: High savings rates from banks are usually temporary
Jeroen Blokland highlights that saving often does not result in growth. He observes that banks and other financial service providers frequently promote high interest rates on savings, but these ...
ECB lifts rates to 2.25 percent in response to energy shock, Jeroen Blokland notes
Jeroen Blokland reports that European Central Bank President Lagarde and her colleagues have raised interest rates from 2.0% to 2.25%. Headline inflation currently stands at 3.2%. The rate hike ...
Jeroen Blokland: Gold drops below $4,200 amid U.S.-Iran tension
Jeroen Blokland highlights an unusual headline about the gold market, noting a significant drop below $4,200. The context is renewed clashes between the U.S. and Iran, which are testing a truce ...
Traditional asset allocation models show rising gold weights, Jeroen Blokland notes
Jeroen Blokland describes how traditional models using data from the 1970s to determine strategic asset allocations will reveal significant allocations to gold. He adds that optimization models ...
Jeroen Blokland: Semiconductor stocks fall over 10 percent on interest rate fears
Jeroen Blokland highlights a sharp decline in semiconductor stocks, noting they fell more than 10 percent today. The drop follows a stronger-than-expected U.S. jobs report, which has intensified ...
France economic outlook weakens as growth forecasts cut, Jeroen Blokland notes
Jeroen Blokland highlights that France's economy is facing new challenges. The Bank of France is preparing to lower its 2026 GDP growth forecast after the country's economy unexpectedly contracted ...
Jeroen Blokland: France inflation rises as GDP growth turns negative
Jeroen Blokland notes that inflation in France surged to 2.8% in May. He also highlights that the European Central Bank is considering rate hikes amid these inflationary pressures. Additionally, ...
Gold declines 22 percent in recent months, Jeroen Blokland notes
Jeroen Blokland observes that despite his positive view on gold, market sentiment has shifted in recent months. He highlights that gold prices have dropped 22 percent from their peak in late ...
Jeroen Blokland: Governments face rising tax pressure from surging interest costs
Jeroen Blokland highlights growing concern about increased tax pressure as governments confront an unprecedented spike in interest costs. He observes that this fiscal strain could lead to even ...
Money supply rises sharply across central banks, Jeroen Blokland notes
Jeroen Blokland highlights that global money supply is skyrocketing. He points out that this surge is occurring without any crisis or major financial event, noting the limited and fragmented ...
Jeroen Blokland: Central banks aim for 2 percent inflation to erode purchasing power
Jeroen Blokland raises concerns about the core objective of central banks in his recent commentary. He points out that by targeting a 2 percent inflation rate, central banks intentionally ...
Scarce assets should be included in investment portfolios, Jeroen Blokland writes
Jeroen Blokland wrote a book discussing debt, inflation, fiscal and monetary policy, and the importance of including scarce assets in every investment portfolio. His message emphasizes why ...
Jeroen Blokland: Geopolitical risk now central to investment decisions
Jeroen Blokland argues that traditional macro investing is being replaced by a focus on geopolitical risk. He points out that structural changes in global power, economies, and the financial ...
Financial sector transforms as investing lags, Jeroen Blokland notes
Jeroen Blokland questions why traditional investing methods have not adapted despite significant changes in the financial world. He observes that saving erodes purchasing power, bonds provide ...
