Does emotion or reason dictate the financial markets? Anne McElvoy is joined by Frances Hudson, Global Thematic Strategist at Standard Life Investments; Daniel Ben Ami, financial journalist, author of 'Cowardly Capitalism' Greg Davis, Head of Behavioural and Quantitative Investment Philosophy, Barclays and Adrian Wooldridge of the Economist whose book 'The Fourth Revolution - The Global Race to Reinvent the State is out now.'