Allianz

Allianz manager trims mainstream large-cap weighting to avoid following the herd

Allianz Global Investors is looking to launch a renminbi-denominated fixed income fund in the summer.

BEST OF BRAZIL

Allianz's Michael Konstantinov is reversing the bias towards Russia and energy stocks he introduced in November last year to shift back into China, Brazil and India.

Allianz is converting its £58m RCM UK Growth fund into an absolute return portfolio the group thinks will be better placed to perform in a 'range bound' market.

ON EMERGING MARKETS

Allianz RCM BRIC Stars manager Michael Konstantinov highlights some of the top picks from his portfolio

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.