Aberdeen Asset Management has seen its profit before tax surge 54% to £142.8m for the six months to the end of March.
Artemis' Jacob de Tusch-Lec has sold down positions in the US and increased his weighting to emerging market stocks after the US' leading index hit a three-year high.
Managers running UK-focused portfolios have turned to international stocks for returns as the UK's recovery continues to disappoint.
Royal Dutch Shell has seen a 41% increase in profits in Q1, fuelled by the soaring price of oil.
Interest rates will be held at the historic low of 0.5% in May as the economy remains muted, according to AXA Investment Managers' Chris Iggo.
Commodities expert Jim Rogers has warned silver could turn "parabolic" and rise to $150 this year.
Chris Manser is leaving AXA Investment Managers at the end of June, to pursue other opportunities closer to his home in Zurich.
Andrea Hosso has joined Investec to co-manage the firm's Emerging Markets Corporate Debt fund with Theo Stamos.
A number of economists predict the Monetary Policy Committee will raise interest rates in August this year, to curb rising inflation.