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.
Will Landers, manager of the $7bn BGF Latin American fund and $500m BlackRock Latin American investment trust, has said equities in the region are poised for a strong rally if the eurozone crisis is resolved.