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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

SAA Special: Geopolitical risks for long-term profit outlook

Tuesday, 17 February 2026

A changing geopolitical climate and the impending end of the globalisation process of recent decades are forcing governments and large companies to make strategic changes that could come at the expense of profit growth in the coming years. In this special, we examine why this is the case and what it could mean for financial markets over the longer term.

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New Fed chair positive for US interest rate markets

Wednesday, 04 February 2026

The prospective new Fed chair has brought relief to the bond markets, but that does not mean that the risk of further increases in long-term yields has diminished...

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EM overweight, US underweight

Tuesday, 27 January 2026

Investors continue to shrug off escalating geopolitical risks and the alarming rise in government debt burdens. Market sentiment remains exuberant, with valuations stretched to extremes, especially in the US. In our latest asset allocation update, we ask: Is this the moment to pivot to a deliberate contrarian stance?

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