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.
Jeroen Blokland: Kospi Index drops 10 percent as semiconductor stocks tumble
Jeroen Blokland reports that the Kospi Index fell by another 10 percent today, deepening its total decline to 37 percent from the intra-day high recorded on June 19. He highlights that ...
Chinese yuan in circulation totals €53 trillion versus €23 trillion for U.S. dollar, Jeroen Blokland notes
Jeroen Blokland highlights the large amount of Chinese money in circulation, noting that there are now more than twice as many Chinese yuan in circulation as U.S. dollars. According to Blokland, ...
Jeroen Blokland: Europe to collect more in Big Tech fines than from domestic tech in 2026
Jeroen Blokland highlights that in 2026, Europe is expected to collect more money from fines imposed on U.S. Big Tech companies than from those levied on European-based tech firms. This ...
Brent oil jumps 40 percent as Strait of Hormuz activity falls, Jeroen Blokland notes
Jeroen Blokland highlights that Brent oil prices have climbed nearly 40 percent from their early-July lows as tensions between Iran and the U.S. escalate. He points out that activity in the ...
Jeroen Blokland: Brent oil price rises 30 percent as U.S.-Iran tensions escalate
Jeroen Blokland highlights that Brent oil prices have surged by 30 percent as the U.S.-Iran conflict escalates once again. He cautions that any decline in headline inflation may be temporary, ...
AI boom triggers high volatility for investors, Jeroen Blokland warns
Jeroen Blokland warns that stock market risks can become so significant that investors no longer know where they stand. He points to the current boom in artificial intelligence, where volatility ...
Jeroen Blokland: Volatility in semiconductor stocks spikes to 80
Jeroen Blokland reports that the 30-day realized volatility of semiconductor stocks has surged to 80. He describes this spike as strikingly high, reflecting recent heightened market fluctuations ...
Direct gold ownership requires proof, Jeroen Blokland notes
Jeroen Blokland highlights the importance of direct ownership when investing in gold. He explains that he is frequently asked why he chooses to invest in physical gold stored securely in a Swiss ...
Jeroen Blokland: Hyperscalers see negative free cash flows as semiconductor firms surge
Jeroen Blokland points out that hyperscalers are experiencing negative free cash flows, contrasting with significant gains in free cash flows for semiconductor companies. He explains that the ...
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 ...
