Emiel van den Heiligenberg

Head of Asset Allocation

Emiel is responsible for the overall strategic direction of the team’s investment and business strategy. He claims to have been a promising lightweight rower at university until French fries got the better of him. Reflecting his love for rowing in a team, he firmly believes that excellence can only be achieved by a great team made up of motivated individuals that are also eager to work together. To this end he is the self-proclaimed inventor of the verb 'teaming' to acknowledge that shaping a top team and culture of excellence is an ongoing process. Outside of work-family obligations, Emiel’s spare time is filled by a passion for shark diving and skiing. Prior to dedicating his career to portfolio management in 1996, Emiel worked as a policy adviser in the Dutch Ministry of Finance and he graduated from Tilburg University in the Netherlands ages ago. When not glued to his Bloomberg screens, this Dutch man is hooked on computer games, peanut butter and his favourite dark beer made by Belgian monks.

Posts by Emiel van den Heiligenberg

Economics

The US economy: What could possibly go wrong?

A US recession in 2020 is our best estimate, but this forecast is far from a slam dunk. Could it arrive later? And what might this mean for equity markets?

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Strategy

When swimming naked becomes embarrassing

“You only find out who is swimming naked when the tide goes out” (Warren Buffett, 2001). In bull markets, market risk is often the most important driver of performance. However, we should pay attention to bottom-up investors in both equity and credit markets as they can add value in spotting turning points and identifying areas where investors may find themselves overexposed. 

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Strategy

The Butterfly Effect

I’m passionate about macro investing. As long as the markets are open, I don’t think about much else. Some people call it passion, others call it addiction.

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Strategy

Tariffs and Trump-induced turmoil

Shifting market narratives suggest the latest squall may not have passed, even though the solid underpinning of the global economy is likely to prevail in the coming months.

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