Emiel Van Den Heiligenberg On Leaning Against The Rally

Macro Hive Conversations With Bilal Hafeez · May 29, 2020 · 42m

In this episode, I talk with Emiel Van Den Heiligenberg. He is the Head of Asset Allocation at one the world's largest asset managers, Legal and General. His fund is one of the fastest growing multi-asset funds and has been a top quartile performer over the last five years. In his own word, Emiel replaced rowing with French Fries, but has continued to instill the teamwork from his rowing team into his investment team. We covered lots on the podcast including:

1. Why markets have recently rallied

2. The earnings challenge for equities and his preference for credit

3. The dominance of tech and…