Strong fundamentals and healthy growth in the US economy support a case for investor optimism and opportunism. However, in the lower-return, higher-volatility environment projected ahead, selective allocation and defensive portfolio moves will be crucial for performance.
BofA Merrill Lynch says selective allocation will be required in 2015 as bull market slows to a jog
December 10, 2014 by
Bradesco launches Latin American fund based on FTSE smart-beta index
December 10, 2014 by
The Bradesco Global Funds - FTSE Latin America Quality Value Equity fund, a Luxembourg-domiciled Sicav, seeks to add value by selecting stocks from companies in Brazil, Chile, Colombia, Mexico and Peru with reasonable valuations.
BlackRock: Latin Americans recognize demands of retirement, but have set aside very little
December 5, 2014 by
“The survey clearly shows that Latin Americans are strongly motivated to be successful savers and investors, yet have fallen behind in some key planning areas, especially retirement,” said Armando Senra, head of BlackRock's Latin America and Iberia region.
Old Mutual signs cross-border distribution agreement with Uruguayan platform
November 26, 2014 by
The distribution agreement with the Uruguayan group, AIVA, will provide enhanced coverage for OMGI's product range in the US and Latin American offshore market.
PineBridge well-placed to take advantage of Latam private-equity opportunities
November 19, 2014 by
Stacy Steimel, managing director, portfolio manager, and head of Latin America Equities, said her firm currently has a preference for the secondaries market, focusing on smaller transactions, as well as private credit.
Cristóbal Monje, ex BlackRock exec, joins Fidelity in Chile
November 19, 2014 by
Monje is one of the first hires following Fidelity's touchdown in Santiago, from where it will be seeking to widen the scope of its institutional business in the region.
Barclays announces changes to its benchmark fixed-income indices
November 12, 2014 by
The changes impacted Barclays' Emerging Markets, Global Aggregate, US MBS and Inflation-Linked indices.
Chilean firms Falcom and Larrain launch Lux fund targeting Mexican fixed income
October 27, 2014 by
The two firms are partnering to launch a Mexican fixed-income fund, Larrain Vial Falcom Mexican Fixed Income Fund. This strategy is a novelty among Luxembourg-domiciled SICAVs, and will give investors in Latin America, Europe and Asia a new way to gain exposure to Mexico.
Compass Group expands real-estate portfolio with USD 86-million placement
October 22, 2014 by
The firm's launch of an USD 86 million real-estate fund in Uruguay joins existing products investing in Peru and Mexico.
Fidelity’s Latam expert takes charge of new emerging-market fund
October 10, 2014 by
The Luxembourg-domiciled Fidelity Funds – Emerging Market Focus fund was formally launched on September 29. Alex Duffy was named portfolio manager.
