The Brazilian economy is in dire straits. However, if the government moves forward with fiscal austerity, the economic and political crisis can be overcome, thinks portfolio manager Daniela da Costa-Bulthuis. Crumbling political support could certainly still throw a spanner in the works though.

In fixed income, Malik Haddouk, Head of Balanced Management at CPR Asset Management and his team are focusing in the short term on exposure to long maturities (> 10 years), which are likely to get a boost from quantitative easing and weak inflation...

Performance drivers and risk factors are unstable parameters, at least in the short to mid-term. As a result, delivering returns over a relatively long horizon whilst avoiding transitory market shocks is no easy task for portfolio managers. While asset allocation is the main performance driver over long periods, it is also the hardest to achieve.

Source, an investment firm and a leading European provider of Exchange Traded Products (ETPs), is pleased to announce the launch of a euro-hedged version of the Source S&P 500 UCITS ETF, which currently has approximately US$ 1.7 billion of assets under management.

PIMCO, a leading global investment management firm, and Source, a leading European provider of Exchange Traded Products (ETPs), are launching the first ETFs in Europe that provide actively managed exposure to the short-dated segment of the investment grade corporate bond market.