Allianz

IS BRAZIL THE NEXT BUBBLE?

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.

ASSET.TV INTERVIEW

BRAZIL

Carlos de Leon has joined Allianz RCM as a portfolio manager ahead of the launch of its Brazil fund in October.

Pimco's Ketish Pothalingam says increased M&A activity could end this year's sterling bond issuance drought.

CHINA