Multi-asset

Tim Guinness has hiked his 2013 oil price forecast by 10% as he becomes less concerned about the prospect of oversupply in the coming years.

The CF Miton Special Situations and CF Miton Strategic portfolios have fallen from the top of the IMA Flexible Investment sector to the bottom on a one-year view because of the managers' view on equities.

Allianz Global Investors is planning the launch of a closed-ended infrastructure debt fund backed by the UK government, to be run by a specialist debt team hired in July last year.

Jupiter's Merlin multi-manager team have shifted their UK equity allocation within the £1.7bn Merlin Growth portfolio in order to gain exposure to active managers looking across the FTSE 350 spectrum.

ENERGY

UK EQUITIES

Aberdeen Asset Management's multi-manager team is backing equities to outperform this year, and is focusing particularly on Asia, with an overweight to the region.

Fidelity's head of research for European equities, Henk-Jan Rikkerink, has outlined eight core themes revealed in a recent survey of the group's investment professionals.

One of the industry's most widely followed strategists, Albert Edwards, has said depressed European equity markets are a once in a lifetime opportunity for investors following the savage sell-off in 2012.

Aberdeen Asset Management has appointed Dimme Lucassen as a fund manager within the property multi-manager team, based in Amsterdam.