Emiel van den Heiligenberg

Head of Asset Allocation

Emiel rowed at university and claims to have been a lightweight until French fries got the better of him. His spare time has since been filled by a passion for shark diving and skiing. 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

Looking for a game changer

Following the recent release of our CIO Investment Outlook from Anton Eser, I’m proud to introduce Anton’s thought-provoking and non-consensus call. To round off our look at the New Year, should investors be wary of a severe market correction in 2018?

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Macrobites

Are we approaching a market peak?

With the equity rally looking set to complete a ninth year – the investment question on everyone’s mind is simple: can it continue?

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Macrobites

What policy challenges could move markets?

The Bank of England, the European Central Bank and the US Federal Reserve all tightened monetary policy in 2017. Should investors be prepared for more of the same next year?

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Macrobites

Politics, policy and (market) peaks

While our forecasts for 2018 follow a similar trajectory to 2017, a healthy dose of potential risk lurks in the shadows. For a different take on the Asset Allocation team’s outlook for next year, here’s an insight into the regular debate at our team meetings in the first of a three-part series focusing on our discussions on each of the three Ps of politics, policy and (market) peaks.

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Strategy

Kabuki and Super Mario

There doesn’t seem to be much interest in Japanese investment ideas by foreigners, which makes me wonder whether we are collectively missing a trick. Whether you consider culture, technology, economics or social developments, Japan remains quite different from the western perception of what is mainstream. This makes it an interesting part of the investment universe as it could provide idiosyncratic, diversifying investment opportunities.

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Macrobites

Birthday matters

It's time to celebrate Macro Matters' first birthday, and reflect on our first year of blogging!

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Strategy

It’s difficult at the top

Markets are grinding higher and many investors are looking to call the top of the market cycle. In this light we ask ourselves what causes bubbles and more importantly how do we spot them? Over time I have collected a range of indicators that seek to have some predictive value in spotting bubbles emerging. I modestly call this the Heiligenberg Index.

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