Glencore's share price has risen in early trading after the group reported a 57% increase in profits for the first half of the year.
Argonaut Capital's Barry Norris is taking positions in Swiss property and increasing exposure to gold miners within his funds, claiming more QE is almost inevitable.
The FTSE 100 is expected to extend gains made in the past few days after Asian and American markets climbed overnight on positive US economic data.
Apple's Steve Jobs has resigned as chief executive of the technology giant, announcing he could no longer continue in the position following his battle with cancer.
Gold prices took a nose dive overnight as investors u-turned on risk assets ahead of an expected round of further stimulus in the US, leaving the price more than $160 lower.
The Dow Jones has regained some of the ground lost yesterday as positive export data boosted the market.
The cost of buying insurance on debt issued by the Royal Bank of Scotland has hit a record high as fears over bank funding return to plague markets.
The Debt Management Office is considering launching index-linked gilts with a maturity of 50 years in October after the idea of a new batch of ultra-long bonds was proposed to investors.
Standard Life Investments' net sales increased by 104% to £1.45bn over the first half, as inflows into the group's flagship GARS fund topped £1bn.
Fidelity's Sanjeev Shah has highlighted a range of stocks he is backing following the sell-off in global markets.