Is the long-term investment case of India still in tact? Is infrastructure still an attractive story? Michael Konstantinov, manager of the £877m Allianz RCM BRIC Stars fund visits companies in India to find out.
Russia is now in the same investment risk category as DR Congo, Sudan and Iraq, according to research from risk analysis firm Maplecroft.
RCM, a subsidiary of Allianz Global Investors, has appointed Andres Allende as an Asian specialist in its global emerging markets team.
Crispin Odey has highlighted the financial sector as one of four key areas of the market he expects to outperform in the next one to two years.
Mark Hoskin, managing partner at Holden & Partners, identifies three high performing funds from the firm's 2010 Guide to Climate Change & Ethical Investing (available at www.holden-partners.co.uk) that may be be suitable for all investors.
Allianz RCM's new CIO of UK equities Jeremy Thomas has overhauled the investment process on three UK portfolios, making them more concentrated.
Ignis Asset Management has hired Mark Lovett as its CIO for equities from Allianz RCM, where he held a similar position.