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As investors, we all look back with 20-20 vision at the excesses of the TMT bubble, incredulous we could have allowed valuations to get so far adrift of economic reality.

Markets are starting to question whether the prospect of robust - albeit unevenly distributed - growth will be disrupted by rising inflation and increasing geo-political risk.

Violet McDonald of Standard Life Investments says understanding the imbalances in China will enable investors to take advantage of value in the country's real estate market.

Aberdeen's Paul Reed likes Spanish gaming firm Codere and leading glass and metals packaging supplier Ardagh for their robust earnings and attractive long-term prospects

Impact investing takes SRI to the next level says, Alex Weiland, CIO of Truestone Impact Investment Management.

At this stage, it remains impossible to really judge confidently the scale of the damage from the earthquake in Japan and the tsunami that followed.

Paul Wharton, chief investment strategist at Deutsche Bank Private Wealth Management UK, explains how the internet revolution has helped EMs emulate the West.