Angelos Damaskos, manager of the £40m Junior Gold fund and CEO of Sector Investment Managers, picks five gold miners best placed to benefit from the upswing in commodity prices.
Troy Asset Management's Sebastian Lyon continues to back gold despite a sharp correction in the asset class in September.
Investors are selling off gold because of fears interest rates will have to rise higher than expected, Barclays Wealth's Kevin Gardinier has said.
Jupiter's Merlin multi-manager team has said yields on 10-year UK and US government debt could fall well below existing record lows if markets continue to price in a Japan-style economic outlook.
Gold lost as much as 2.5% this morning as investors fled to the dollar following the Fed's latest stimulus measures.
Markets have continued to move higher following a co-ordinated effort by the world's central banks to inject liquidity into the banking system.
It has been an uncomfortable summer for investors as the credit crisis from 2008 continues to plague markets, this time in the guise of a sovereign debt crisis. But how have markets really coped?
JPM's Neil Gregson has called the bottom of the market for gold mining stocks, especially small caps, tipping them to pick up against bullion as investors look to add risk to their portfolios.