Hugh Hendry has backed Japanese equities to continue their stellar start to 2013, but is also boosting exposure to sovereign bonds on concerns Japan's recovery will have harmful effects elsewhere.
Investment Week rounds up the most memorable quotes from our favourite (and most outspoken) industry commentators throughout 2012.
Eclectica's Hugh Hendry has argued there is no longer any rationality behind owning gold mining equities, as the intervention of quantitative easing in 2009 has distorted valuations across the sector.
One could be forgiven for feeling slightly more optimistic about the future of the investment trust sector after a number of key corporate battles in recent months.
Eclectica's Hugh Hendry has warned investors taking big bets on China are in line for huge losses, while Asia will be the focal point for the next market crisis.
Eclectica Asset Management's Hugh Hendry has cut his exposure to gilts as yields have fallen to their lowest ever level in recent weeks.
Eclectica's hedge fund star Hugh Hendry has been using put options on the so-called 'fear index' to play market volatility.
Eclectica Asset Management is to close Hugh Hendry's CF Eclectica Europe fund.
Eclectica has changed the parameters of Hugh Hendry's £24m Absolute Macro fund, allowing him to make more aggressive bets.