Specialist investor EIG Global Energy Partners expects to ramp up its Asia investment activity and is looking to work with more pensions and sovereign wealth funds in the region.
Singapore-based Swiss-Asia Financial Services will move its infrastructure team to Hong Kong following the recent launch of its China District Energy Fund.
Experts argue markets are not taking into account likely sharper demand for oil and natural gas and a potential supply crisis in coal, copper and iron ore.
In fact, asset managers are as bearish as they have been since early 2009 on several counts, according to Bank of America Merrill Lynch's June fund manager survey.
The oil price is set to rise in the medium to long term, says product specialist Philippe de Lavalette, who suggests looking at non-traditional ways of benefiting from it.
In the US equity market, Scott Glasser of ClearBridge Advisors recommends increasing exposure to pharmaceuticals and cutting allocations to the energy sector, among other things.
Amid bankers' concerns over proposed limits on trading, commodity ETFs and ETNs are attracting inflows, says Olivier Godin of SociTtT GTnTrale. But returns from instruments such as oil funds often surprise.