Equities

ON ASIA

Markets surged overnight on news Japan revised its annualised growth rate to 4.1% - up from an estimated 3.5%.

Neil Woodford's £13.7bn High Income fund is at risk of being expelled from the IMA UK Equity Income sector at the end of 2013 if its historic yield does not improve.

Albemarle Street Partners has compiled a buy list of 100 funds using its new screening tool ‘Alpha Quest', creating a rival to popular lists of funds already in the market.

Wall Street rallied at the start of the session today after non-farm payroll numbers from the US beat expectations.

Invesco Perpetual's head of investment Neil Woodford has begun building new positions in a number of businesses across his £25bn fund range over the past year.

Emerging market fund flows have suffered their worst week since 2011, as investors fear a correction arising from the tapering of the US's QE program.

FINANCIALS

Emerging markets have had a rough time recently. Over the past two and a half years, their economic performance has stayed behind that of developed markets.

Nigel Bolton, head of the BlackRock European equity team, has picked his winners from among Europe's unloved sectors as equity valuations fall to '100-year lows'.