Cazenove's Marcus Brookes may start buying government bonds "pretty aggressively" if too much inflation is priced in.
Investors should be overweight in energy as oil stocks continue to soar amid unrest in the Middle East, says Bob Doll.
The renminbi is poised to replace the yen as a global reserve currency within the next decade, says Franklin Templeton's Mark Mobius.
HSBC Global Asset Management has named Andy Clark as head of wholesale for EMEA, a role created as part of the bank's move to grow across the region.
Asian central banks are expected to raise interest rates this week to combat the soaring price of oil.
Soaring stock market performance in Latin America makes it hard to find quality companies at reasonable valuations, especially in Brazil, according to First State's Millar Mathieson.
Portugal is set to receive a financial rescue package from the EU within a month, as the country's high borrowing costs are increasingly untenable, says Chris Iggo at AXA.
Lindsell Train is launching an offshore Global Equity fund on 16 March, investing in companies with leading brand names.
Berkshire Hathaway's Warren Buffett says the US does not need more economic stimulus right now, although he has "enormous respect" for Federal Reserve chairman Ben Bernanke.
Oil prices should fall back in the near term provided unrest is contained within Libya, says Schroders' CIO Alan Brown.