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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

Climbing a wall of worry

Monday, 28 July 2025

Despite all the economic and political concerns, the trend for equities is upward and that for credit spreads is downward. What are the reasons for this and how long will the markets continue to climb the proverbial “wall of worry”?

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Strategic Asset Allocation Q3 2025

Wednesday, 16 July 2025

Strategic Asset Allocation (SAA) plays a crucial role in an investors’ decision-making process. This report features the quarterly update of three SAA models, their portfolio characteristics and the data we have used to construct the SAA models. In addition, we update the Expected Returns based on the return assumptions of approx. 70 asset managers and present tables with volatility and correlation data for every asset class.

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New all-time highs – but curb your enthusiasm

Monday, 30 June 2025

Markets act as if tariffs, trade uncertainty, and fiscal worries are in the rear-view mirror, while the windshield shows fiscal easing, Fed rate cuts, and AI-driven profits. We disagree, expecting major obstacles to make the ride bumpy for investors, and position our tactical asset allocation accordingly.

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