FTSE 100

Four managers reveal their recent asset allocation moves and top picks from the EM equity space.

STRUCTURED PRODUCTS

MONETARY POLICY

CONTRARIAN

The Dow has leapt to a fresh all-time high shortly after the opening bell, as Federal Reserve chairman Ben Bernanke last night ruled out the prospect of an imminent end to QE.

EMERGING MARKETS

Henderson shares have risen by almost 9% after the group said it expected underlying H1 profit to come in at around £100m, ahead of market expectations.

Investors must rethink their approach to categorising global markets, according to Luke Barrs of Goldman Sachs Asset Management.

The FTSE 100 is in the black this morning, buoyed by shares including Royal Bank of Scotland which helped the index shrug-off weak Asian markets overnight.

Chinese shares have started the week sharply in the red, with markets off substantially amid ongoing fears about the impact of the US cutting back its stimulus programme.