Industry Voice: How did global political events affect your fund in 2014?

clock

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.

More on Industry Voice

Event Voice: How the Middle East crisis has changed the outlook for bonds

Event Voice: How the Middle East crisis has changed the outlook for bonds

Middle East tensions are shaking bond markets, but stronger fundamentals than in 2022 may support short-duration bonds. Here’s how investors can navigate the uncertainty.

Stephen Snowden, Artemis’ Head of Fixed Income
clock 02 April 2026 • 4 min read
Event Voice: Powering the transition - Why critical minerals are central to the next era

Event Voice: Powering the transition - Why critical minerals are central to the next era

Explore how Future Minerals is positioned to support energy transition. Uncover the critical minerals enabling electrification, AI and renewable infrastructure and the long‑term investment opportunities created by rising demand and constrained supply....

Rosa Leo, Associate Equity Investment Specialist, Aberdeen
clock 01 April 2026 • 6 min read
Event Voice: GIB Asset Management's Pascal Nicoli: Volatility is an opportunity if you're active

Event Voice: GIB Asset Management's Pascal Nicoli: Volatility is an opportunity if you're active

Pascal Nicoli, Portfolio Manager, GIB Asset Management
clock 31 March 2026 • 4 min read
Trustpilot