Lawrence Gosling with Daniel Nicholas of Harris Associates
2014 saw numerous political elections affect emerging markets, while the US finally saw the end of its quantitative easing programme in October. Daniel Nicholas, client portfolio manager at Harris Associates – an affiliate of Natixis Global Asset Management – explains to Investment Week's editorial director Lawrence Gosling how his focus on the 'micro', and taking a private equity approach to investment helped formulate his fund strategy and maintain positive returns following these events.