Commodity prices could rise by as much as 20% in the second half of 2012 while forecasts for falls in mining stocks are overdone, according to Credit Suisse.
The head of asset allocation at Schroders Private Bank has cut back clients' exposure to gold amid fears the price has further to drop.
SWIP multi-manager head Mark Harries is moving back into equities, after halving his exposure following last August's sell-off.
Hedge funds posted their best opening quarter performance since 2006, despite seeing flat returns in March.
Standard Life Investments (SLI) has handed its tracker fund range to passive investment house Vanguard Asset Management as it looks to focus on its active fund offering.
MAM Funds is preparing to launch a global multi-asset income product for Martin Gray and James Sullivan.