<div>Simon has been a senior figure in the international investment management industry for more than three decades. After a career spanning more than a decade at S.G. Warburg, UBS, HSBC James Capel and Nomura, Simon created one of the industry’s first dedicated research and investment consulting businesses, Global Fund Analysis.<br> <br> </div> <div>He also played a pioneering role in seeding many of the incipient European hedge funds through the Fortune Group, that went on to become one of the UK’s pre-eminent hedge fund advisory firms before being successfully sold to Close Brothers Group PLC, in 2006.<br> <br> </div> <div>We discuss why emerging markets is ripe for stock picking, why investors are losers in the shift to passive investing, and why investors should not be perennially optimistic. <br> <br> </div>