Emiel Van Den Heiligenberg On Leaning Against The Rally
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. We discuss: 1. Why markets have recently rallied 2. The earnings challenge for equities and his preference for credit 3. Permanent scarring of the global economy from COVID 4. Current favourite trade ideas And much more!