Asset Management · Fund Managers

Fund managers, mutual funds, ETFs and the money they run.

NEWS

Brazil fund manager warns fiscal pullback will squeeze company margins

HIX Capital's Rodrigo Heilberg says the end of fiscal stimulus will weaken Brazilian corporate earnings next year, pushing him toward defensive stocks with predictable cash flow.

Asset Management Wire

MARKETS

JPMorgan includes bitcoin in its long-term capital market assumptions

JPMorgan Asset Management's 2027 long-term capital market assumptions project a 10% annual compounded base-case return for bitcoin over ten years, the highest in its public asset table, while keeping it out of portfolio models.

  1. Thailand's SEC opens its stock exchange to bitcoin and ether ETFs
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