Managers of the £276m Ruffer Investment Company have increased their exposure to gold on hopes global central banks will act soon to collectively expand their balance sheets.
SVM's Colin McLean is poised to sell out of the largest and most profitable holding in his £43m UK Growth fund after a drawn out battle by bidders.
The Glencore and Xstrata merger has come under increasing pressure as activist investor Knight Vinke has become the latest critic of the deal, calling for Glencore to up its offer.
Gold could be the best asset class to own in 2013 if inflation starts to pick up following major stimulus programmes from central banks, Fidelity's global strategist Andrew Wells has said.
Renowned energy investor Tim Guinness has forecast the price of US natural gas could increase by 300% in the next five years as supply is choked off and demand grows for gas ahead of coal.
Brent crude oil prices could drop by almost 50% to $50 a barrel within the next three months if the eurozone crisis escalates, Credit Suisse has said.