Invesco Perpetual's head of investment Neil Woodford said his favoured defensive blue chip names have recently delivered some confident trading updates, despite tough macroeconomic conditions.
Tech star Ben Rogoff has blamed the "formidable headwind" of small caps for a 5% fall in NAV for the Polar Capital Technology trust over the six months to 31 October 2011.
JOHCM GEM Opportunities manager James Syme said Vladimir Putin's decision to run for the Russian presidency in 2012 has already proved negative for investors in the country.
Pressure was building on David Cameron last night as senior backbench Tory MPs called for the Prime Minister to approve a referendum on a new euro treaty and to wring "clear gains" from a European summit scheduled for Friday.
Baring Asset Management has hired Matthew Whitbread to work on the multi-asset team in Boston.