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

Macrobites

A look under the proverbial bonnet

“Familiarity breeds complacency”. With the best intentions in the world, even an annual review can feel like you’re simply going through the motions year after year. Recognising this means shaking things up when the chance presents itself. In this case, that's when a birthday and the opportunity to record a podcast came around.

Read more

Economics

Tech: the front line of a new Cold War?

The world may be caught in a ‘Thucydides Trap’, where US leadership is challenged by a rising power – China. This creates many challenges for investors. But what could it mean for the technology sector?

Read more

Macrobites

Market volatility: Ups and downs, smiles and frowns

One-day corrections of 3% are always painful, especially so when investors have become so accustomed to low volatility after almost a decade-long bull market. We see the move as most likely a technical sell-off (famous last words) and believe it is probably too early to buy the dip. 

Read more

Macrobites

A shift to the right?

The rise of populism is driving a new political paradigm. But what does this mean for markets? Could more volatility and higher risk premia across asset classes be round the corner?

Read more