MiB: Jurrien Timmer, Director of World Macro at Constancy Investments

This week, I converse with Jurrien Timmer, Director of World Macro at Constancy Investments. The agency oversees $16 trillion on its platform for 20 million purchasers, of which $6.4 trillion in discretionary belongings. Timmer is a Chartered Market Technician (CMT), A part of Constancy’s World Asset Allocation (GAA) group and a specialist in asset allocation and world macro technique. Has been at Constancy for 30 years and has 40+ years of expertise
Beforehand, Co-managed Constancy World Methods Fund from 2007 to 2014, and was a VP at Mounted Revenue at ABN AMRO.

We talk about his profession and the present state of markets. He explains why he’s bullish on equities and why gold may nonetheless have additional to run.

A listing of his favourite books is right here; A transcript of our dialog is accessible right here Tuesday.

You’ll be able to stream and obtain our full dialog, together with any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts in your favourite pod hosts might be discovered right here.

You should definitely take a look at our Masters in Enterprise subsequent week with Liz Ann Sonders, Chief Funding Strategist, Charles Schwab & Co.

Favourite Books