Skip to main content

MSP2024

Maarten Spek

Global Macro & Investment Strategist

Maarten has been a key figure at ECR since 2006, leading our team of analysts with expertise and innovation. His academic excellence, demonstrated by graduating cum laude in International Economy from Erasmus University Rotterdam, has been instrumental in expanding and refining the research capabilities at ECR. Maarten has played a key role in expanding our research domains and refining our methodology.

His expertise and adept integration of fundamental analysis and chart technical analysis have culminated in the authorship of our weekly G10 FX reports, which have garnered the attention of over 35 Central Banks worldwide. Together with Edward and the team, Maarten has also developed a comprehensive range of Asset Allocation reports that have become a cornerstone of our offerings. 

Maarten actively participates in VBA Bond Commission meetings, showcasing his dedication to the field. He communicates effectively in Dutch and English, ensuring his insights reach a global audience.

Recent Publications

Strategic Asset Allocation Q1 2025

Monday, 20 January 2025

On this inauguration day we present the Strategic Asset Allocation, based on the latest update on the consensus expected returns and with some remarkable changes compared to the SAA in Q1 2024. 

 

Read more

Divergence and convergence between US and European interest rates

Monday, 06 January 2025

Trump’s policies and stimulus measures in China and Europe will largely determine the direction of interest rates this year. In the first few months this will mainly benefit the U.S. economy and interest rates, but after that we expect a turnaround with European interest rates rising.
 

Read more

Trump's poker game

Monday, 16 December 2024

After Trump’s inauguration, a high stakes poker game will begin between de economic super powers. How Europe and China will respond to Trump’s bet will play a decisive role in the tactical asset allocation decisions.

Read more

Follow us

Sign up for free to
'Eddy's Weekly Market Insight'

You can opt out at any time, but we don't think you'll want to miss any of these insights