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.
By Emiel van den Heiligenberg - July 02, 2018 4 mins
“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.
By Emiel van den Heiligenberg - February 28, 2018 4 mins
Middle Eastern investors have been cautious on risk for a while. I believe that if markets remain relatively calm, many will be tempted to deploy more cash.
By Emiel van den Heiligenberg - January 26, 2018 2 mins
We live in an uncertain world. With Brexit, Chinese growth and US policy just three of countless risks facing the ongoing bull market in risk assets, this is as true today as it ever was. So what’s an investor to do?