The curious case of developed and emerging markets divergence Globalisation of financial markets has led some to expect a degree of correlation in performance from developed and emerging markets.... Jamie Cumming Senior Investment Manager Aberdeen Asset Management February 1, 2014 Focus A fundamental approach to risk reduction Applying strong discipline to every stage of the stock selection process is key to a successful investment. David Herro of... David Herro Chief Investor Officer, International Equities Harris Associates February 1, 2014 Focus Volatility is back – but not all emerging markets are exposed Urban Larson of Standish looks at the volatility affecting emerging markets bonds and currencies. He examines the factors contributing to... Urban Larson Product Specialist Standish February 1, 2014 Focus The philosophy of manager selection AllenbridgeEpic worked with a number of local authority pension funds on the selection of global equity managers during 2013. John... John Arthur Managing Director AllenbridgeEpic Investment Advisors February 1, 2014 Focus Why local authority funds still believe in equities Equities are a key part of most investment portfolios, and local authority pension funds are no exception. Equity holdings at... Matthew Craig LAPF Investments February 1, 2014 Focus Pension funds face capacity crunch A survey by the National Association of Pension Funds has found 81% of schemes expect that the volume of change... February 1, 2014 News Fixed income: dissecting the absolute return space As we move away from an economic environment where monetary policies were the prime driver of performance, investors have found... Roubesh Adaya Director, Fixed Income Research bfinance February 1, 2014 Comment Don’t panic over liquidity in China AXA Investment Managers (AXA IM) has told investors not to panic over fears of credit crisis in China, following a... February 1, 2014 News In praise of small caps AXA Investment Managers has said that small-cap equities have moved up the value chain, increasing their focus on innovation and... February 1, 2014 News Abenomics on track, according to fund managers Investment company managers have given a vote of confidence to “Abenomics”, the expansionary policies being implemented in Japan. Japan’s economic initiative... February 1, 2014 News