Investors are trapped in a world where investment portfolios remain dominated by just two categories: equities and bonds. Asset managers, financial advisors, and pension funds all show up with exactly the same mix. But what if it is indisputably clear that one of those pillars no longer works? We live in a debt-driven economy where governments run massive deficits, fueled by aging populations and exploding public expenditures. Central banks print unlimited amounts of money, artificially suppress interest rates, and have abandoned their inflation targets. The result is devastating for savers…mehr
Investors are trapped in a world where investment portfolios remain dominated by just two categories: equities and bonds. Asset managers, financial advisors, and pension funds all show up with exactly the same mix. But what if it is indisputably clear that one of those pillars no longer works? We live in a debt-driven economy where governments run massive deficits, fueled by aging populations and exploding public expenditures. Central banks print unlimited amounts of money, artificially suppress interest rates, and have abandoned their inflation targets. The result is devastating for savers and bond investors: Low interest rates combined with high inflation make a loss of purchasing power inevitable. The solution? To own assets that cannot be printed, diluted, or issued at will: physical gold, bitcoin, and quality companies able to adapt to a changing financial system. Scarce assets become indispensable in a world of debased money and chronic debt expansion. This forces a fundamental rethink of how we protect and grow our wealth. That is what The Great Rebalancing is all about.
Jeroen Blokland is an investor at heart. After studying economics at Erasmus University, he worked at several asset managers, including Robeco, where his passion for investing fully took shape. Driven by the question of whether the traditional mix of equities and bonds still truly serves investors, he launched his own investment fund in 2023: the Blokland Smart Multi-Asset Fund. Known for his clear analysis and data-driven approach, Jeroen has a rare ability to make complex topics both accessible and thought-provoking. Through social media, presentations, interviews, and podcasts, he reaches a large audience of investors and finance enthusiasts. As a result, he has become a leading voice in the debate on the future of investing.
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