Newton's star income manager Tineke Frikkee has moved overweight BP, almost tripling her holding in the oil major in the £2.7bn Higher Income fund since February.
The oil price fell by as much as $3.25 a barrel on Tuesday after the world's biggest commodity trader called the top of the market for crude and a range of other commodities.
Tim Guinness, renowned energy investor and manager of the $416m Guinness Global Energy fund, has tipped oil to fall below $100 per barrel within the next six to 12 months.
Elissa Bayer of Charles Stanley gives her top tips for stock selection during a testing time for markets
Hedge fund house RAB Capital is set to launch two UCITS III funds focusing on the commodities sector.
Architas' Caspar Rock has bought exposure to physical commodities in the £33m Multi Manager Dynamic fund to hedge against rising inflation.
BlackRock is preparing to expand its equity income fund range with the launch of onshore global, European, and resources offerings.