Last year was a "long and torturous" one for investors, but there is now deep value in the heavily sold-off resources sectors, said J.P. Morgan's Neil Gregson.
John Dodd and Richard Hulf, managers of the £84m Artemis Global Energy fund, are reducing exposure to eurozone-domiciled assets as they refine their approach to stock selection.
Dalton Strategic Partners fund manager Jenifer Rush adopts adventurous investment style to find ideas within the commodities sector.
Investment veteran Jim Rogers has branded US treasuries as the one of the last remaining asset bubbles left in the world.
Investors have accumulated the largest-ever gold hoard this week as Europe's deteriorating debt crisis has prompted investors to flock to safe havens.
As the asset class recovers its ‘safe haven' status, Neil Gregson, co-manager of the JPM Natural Resources fund, examines what the future holds for gold.
Gold ETFs and similar products witnessed inflows of 77.6 tonnes in the third quarter of 2011, which was 58% above year-earlier levels of 49.1 tonnes.
More than a third of investors believe commodities will produce the best returns over the next 12 months compared to other assets. Managers reveal where the best value lies.