Eclectica has changed the parameters of Hugh Hendry's £24m Absolute Macro fund, allowing him to make more aggressive bets.
China's property bubble is set to burst this year, triggering a 30% fall in values, Aberdeen's Hugh Young said, echoing last week's warning from Anthony Bolton the sector is overheating.
Legal and General multi-manager Alan Thein has boosted his gold exposure in anticipation of a 30% re-rating in the commodity.
The price of gold has hit a new high following Standard & Poor's move to downgrade its outlook for the US.
The final cost to BP from the Gulf of Mexico oil spill disaster could reach $60bn (£37bn), according to fresh analysis from ratings agency Moody's.
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.
Jupiter Fund Management pulled in £333m of assets in the first quarter of 2011, taking AUM to £24.5bn