BlackRock's Evy Hambro has backed the recent trend of strong dividend growth among gold miners to continue off the back of soaring gold prices.
Clive Burstow, a former analyst at Cazenove, has rejoined the group to work on its Global Resources fund.
Ronald Reagan claimed inflation was as "violent as a mugger, as frightening as an armed robber and as deadly as a hitman."
Multi-managers at OPM Fund Management are targeting funds in emerging markets and energy sectors in the recently-launched Worldwide Opportunities fund.
BlackRock's Richard Davis talks to Joanna Faith about the motivation behind the recent launch of his World Resources Income fund and his outlook for the commodities sector following the recent sell-off.
BlackRock's chief executive has warned Europe needs its own US-style Troubled Asset Relief Program (TARP) as the sovereign debt crisis continues.
BlackRock has bought about £63m worth of shares in Jupiter, doubling its stake in the fund manager to more than 10%.
BlackRock's £1.6bn World Mining Trust, run by Evy Hambro, has made around 80% on its investment in Glencore's convertible debt, Oriel Securities has said.
BlackRock's Robin Batchelor is running a 30% underweight to oil majors in his £4.32bn World Energy fund, expecting margins will be squeezed as demand for oil intensifies and exploration costs rise.