A raft of fund managers are taking profits in gold ahead of interest rate rises, while others argue the asset still offers long-term upside.
The Egyptian crisis has boosted the price of oil to a two-year high but sent equity markets lower, causing some managers to warn of contagion risk to the global economic recovery.
The BlackRock Natural Resources Team looks at how investors can find value within different commodities at different times.
Neptune's head of US equities Felix Wintle has boosted the energy position in his £667m US Opportunities fund from underweight to overweight since the end of last year.
BP's three Russian billionaire partners have filed for an injunction in London to stop the British company jumping into bed with their Kremlin-backed rival Rosneft, the Telegraph reports.
The price of oil could surge above $200 a barrel, more than doubling from present levels, according to Jim Rogers.
Commodities enthusiasts are investing five years too late, although gold may still be worth buying, according to Fidelity's Anthony Bolton.
Soaring commodity prices could cause stock exchanges to temporarily shut, and even bring down governments as it leads to social unrest, says commodities guru Jim Rogers.
An official report from the US on BP's Gulf of Mexico oil spill in April has described it as 'avoidable'.