How much do
we really know
By Jeroen Blokland,
Published on April 25, 2023
Jeroen Blokland will present a new video series called ‘Inflation and investing’. In this series, we will look at what inflation means for you as an investor. Obviously, inflation negatively impacts your purchasing power, but it also profoundly impacts your investment portfolio.In this series, I will discuss why inflation has become so extreme, what that means for the returns on various asset classes, and how to protect your portfolio against inflation.
But before we go into that, let’s have a thorough look at inflation first. How did it behave in the past and how has this shaped our view on inflation now. As the data will show, we, and this includes central banks, must acknowledge that we know less about inflation than we think.
Jeroen Blokland, founder of True Insights - offering independent investment research and portfolios enabling investors to implement a comprehensive and proven multi-asset investment approach.
For many investors, it is the first time they see these elevated inflation levels. We have to go back to the early 1980s, or 40 years, to find inflation numbers that match the ones currently reported. Assuming you start investing around the age of 20 at the earliest, most investors having to deal with high inflation before are now in their sixties and seventies.
In fact, apart from the last 15 months, there have been just two months since 2000 (July and August 2008) in which US headline inflation topped 5%. And since 2010, US inflation has averaged just 1.8%.
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Hi, I'm Jeroen Blokland and I've been what they call a multi-asset investor for a long time. After working for Robeco, one of the largest investors in the Netherlands, for more than 20 years, I founded my own company: True Insights
True Insights provides independent investment research that helps you make better investment decisions and expands your knowledge of the financial markets. We will keep you informed of all important market developments and show you how to respond to them. We create well-diversified investment portfolios that invest in more than just stocks and bonds.
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