Is your portfolio insured? Ani Markova of AGF Investments looks at the current position of the equity market, arguing that the purchase of gold... Ani Markova Vice-President & Portfolio Manager AGF Investments August 1, 2017 Focus Thinking a decade ahead: a thematic approach to global equities To invest successfully over the long term, investors should uncover companies which are able to capitalise on global trends. Henry... Henry Boucher Deputy CIO Sarasin & Partners February 1, 2014 Focus The global emerging markets opportunity Emerging markets may have struggled over the last couple of years, but the case for long-term investment still remains. Marcello... Marcello Siniscalchi Chief Investment Officer Itaú Asset Management February 1, 2014 Focus 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