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Baccharis Systematics ()

Gustavo Heiden & José Rubens Pirani Universidade de São Paulo, Brasil macrophylla Dusén Compositae: 12 subfamilies, more than 40 tribes (Funk et al. 2009, Funk & Bonifacino 2010)

Subfamily

Tribe Astereae

Monophyletic (Brouillet et al., 2009; Funk et al., 2005; Goertzen et al., 2003; Jansen et al., 1991; Kim et al., 1992; Kim & Jansen, 1995; Lane et al., 1996; Noyes & Rieseberg, 1999; Panero & Funk, 2002, 2008; Zhang & Bremer, 1993) Astereae: 18 subtribes, 222 genera, ~3.100 spp. (Brouillet et al., 2009; Nesom & Robinson, 2006)

31 genera and ~740 spp. in

Ecaudate and ecalcarate anther bases

Two distinct marginal stigmatic lines and deltate to triangular or lanceolate style appendages, glabrous adaxially and with sweeping hairs abaxially Astereae in : 8 subtribes, 16 genera, ~220 spp. (120 endemic)

Baccharidinae Chrysopsidinae

Conyzinae

Hysterionica 3 spp. 8 spp.

Baccharis 160 spp. Neja 3 spp. A.A.Schneider Apopyros 2 spp. Grangeinae Machaerantherinae Conyza 12 spp.

Leptostelma 4 spp. Solidaginae www.cnip.org.br www.cnip.org.br Egletes 1 sp. Podocominae

Grindelia 7 spp. Symphyotrichinae

Solidago 1 sp.

Podocoma 6 spp. Inulopsis 4 spp.

Sommerfeltia 1 sp. 1 sp. Microgyne 1 sp. Symphyotrichum 5 spp. Astereae: Baccharidinae

Variability in the sexual systems

Homogamous or heterogamous capitula, not in the same

Archibaccharis Heering Baccharis L.

32 spp. ~400 spp.

www.sbs.utexas.edu

Archibaccharis schiedeana (Benth.) J. Jacks Baccharis leucocephala Dusén

Monoecious Dioecious hermaphrodite and unisexual Flowers unisexual Cypselae 2-ribbed, flattened Cypselae >5-ribbed, cylindrical Baccharis L.

Southeastern Canada (Nova Scotia) and Western USA (Oregon) to Eastern Brazil and Southern Tierra del Fuego in and

Baccharis salicifolia (Ruiz & Pav.) Pers. Baccharis ciliata Gardner

Several widespread and many narrow endemic Baccharis

>90% of the species occurs in South America Two mains centers of diversity: and Southeastern South America

Mainly in grasslands, savannas and montane vegetation Baccharis

From the sea level to the summits of mountains above 5000 m...

Baccharis arenaria Baker Baccharis uncinella DC. Meireles E.

...the 400 species of Baccharis occur in a great diversity of environments, playing an important role in several plant communities

Baccharis

DC.

The wide range of environments inhabited reflects in a diverse array of morphological

features within the junciformis Baccharis

DC.

DC.

Teodoro

A.S.Oliveira

B. gracilis B.

B. anomala B.

Teodoro & Vidal & Teodoro

B. granndimucronata B.

B. longiattenuata B. B. riograndensis B.

Herbaceous, subshrubby, shrubby, arboreal and lianescent species Baccharis

Useful...

Baccharis dracunculifolia DC.

(Lam.) Pers. (Lam.)

B. articulata B.

...or weeds

“caused the death of 18 big bulls”

DC.

Baccharis coridifolia DC. Baccharis coridifolia Baccharis Baccharis

Since Candolle (1836), Baccharis has never been revised taxonomically as a whole

Ir. Teodoro Luis / Malagarriga Heras (1977) Nomenclator Baccharidinarum omnium

Müller (2010) World checklist of Baccharis L. (Compositae-Astereae) Baccharis Most of the modern taxonomic studies on the genus are geographically limited

Venezuela Steyermark 1953 Aristeguieta 1964 Cuatrecasas 1967, 1969

Bolivia Brazil Müller 2006 Barroso 1976 Oliveira et. al. 2006 Heiden & Schneider 2010, 2011

Uruguay Chile Arechavaleta 1906-1908 Heering 1905 Hellwig 1990 Argentina Giuliano & Ariza Espinar 1999 Giuliano 2000, 2005 Baccharis s.s.: Hellwig (1993, 1996) Segregation into new, reinstated or recircumscribed smaller genera

Baccharis L. Neomolina F.H.Hellw.

(Lam.)Pers.

(Ruiz & Pav.) Pers. & (Ruiz Pav.)

Hook. & Arn.) F.H.Hellw. Hook.Arn.) &

B. magellanica B. B. linearis B.

Pingraea Cass. ( racemosa Neomolina

Stephananthus Lehm.

Lehm.

(DC.) F.H.Hellw. (DC.)

(Lam.) F.H.Hellw. (Lam.)

Pingraea anomala Pingraea

Pingraea articulataPingraea

Stephananthus junceusStephananthus

Baccharis: traditional circumscription

Baccharis (~400 spp.) (3 spp.)

?

Baccharidastrum (2 spp.) Baccharidiopsis (1 sp.) Baccharis fide Nesom (1988)

Baccharis (~400 spp.) Heterothalamus (3 spp.)

?

Baccharis sect. Baccharidastrum (2 spp.) Baccharidiopsis (1 sp.) Baccharis s.l.: Müller (2006)

Baccharis (~400 spp.) Baccharis subgen. Molina sect. Heterothalamus (3 spp.)

?

Baccharis subgen. Molina sect. Baccharidastrum (2 spp.) Baccharis subgen. Pteronioides [incl. Baccharidiopsis = B. hirta] Baccharis s.l.: what support the adoption of a “broad” circumscription?

Baccharis macrophylla Dusén

Tufted indumentum with adjoining

basal cells Volkens (1890) Volkens

Florets functionally unisexual Baccharis s.l.: infrageneric relationships?

?

Given the great diversity and wide geographic distribution of Baccharis, the recognition of smaller and morphologically well-circumscribed infrageneric groups is critical to achieve strong advances in Baccharis s.l.: infrageneric taxonomy

Candolle (1836): 8 sections Followed by Weddel (1855), Baker (1882) and Hoffmann (1890)

Gray (1886): 4 informal groups  Influenced Heering (1903, 1904a, 1904b): 5 subgenera, several sections and subsections

Cuatrecasas (1967, 1982): circumscription of 24 sections based mainly on Colombian species Influenced Ariza (1973), Nesom (1988, 1990), Giuliano (2001, 2005) and Giuliano & Nesom (2003)

Barroso (1976): 15 informal groups, similar to the sections of Cuatrecasas

Müller (2006): 4 subgenera with several informal groups and 3 groups not ascertain to a subgenus

Giuliano (2011): followed Müller subgenera, described 15 new sections + 3 new combinations to section level

***several sections and groups are monotypic***

Search for all infrageneric names published

Provisional placement into the described subgenera, sections, subsections, series and informal groups for further testing of monophyly of the proposed groups Baccharis subgen. Baccharis • 14 to 20 sections

• ~200 species

• USA (Oregon) and Canada (Nova Scotia) to

Patagonia

DC.

B. brevifolia brevifolia B.

Wawra Müller 2007 Müller

B. itatiaiae itatiaiae B. Male floret with style apex bearing

sweeping hairs of unequal size

DC. Female corolla 5-dentate Female pappus multiseriate and deciduous

B. uncinella uncinella B. Cypselae glabrous Baccharis subgen. Molina Heering • 16 to 18 sections

• ~100 species

• Southern USA to Patagonia

(Lam.) Pers.(Lam.)

Baker

B. serrulata serrulata B.

B. glaziovii glaziovii B. Müller 2007 Müller Male floret with style apex bearing sweeping hairs of equal size Female corolla truncate or up to 5-dentate (F.H.Hellw.) Joch. Mull. Joch. (F.H.Hellw.) Female pappus uniseriate and not acrescent

Cypselae glabrous or with twin hairs B. wagenitzii wagenitzii B. Baccharis subgen. Pteronioides Heering • 8 to 10 sections

• ~60 species

• Southern USA to Patagonia

Baker

Baccharis maxima maxima Baccharis Müller 2006 Müller Male floret with style apex bearing sweeping hairs of equal size DC. Female pappus multiseriate, acrescent and persistent Cypselae large, brownish to dark, with

uniseriate hairs Baccharis gracilis gracilis Baccharis Baccharis subgen. Stephananthus (Lehm.) Heering • 2 sections

• 4 species

• Southern Peru to Southern Brazil and Patagonia

(Lehm.)Desf.

Müller 2006 Müller

fleshy Baccharis juncea Baccharis Male floret with style apex bearing

Baker sweeping hairs of equal size

Female pappus multiseriate, acrescent and persistent

Cypselae with twin hairs Baccharis arenaria Baccharis Baccharis subgen. Tarchonanthoides Heering • 4 to 6 sections

• ~20 species

• Bolivia and Southeastern Brazil to Central

Argentina

Heering ex Malme Heering ex

Hook. & Arn. & Hook.

Baccharis curytibensis Baccharis

Müller 2006 Müller Baccharis artemisioides Baccharis

Cup-shaped involucre of male capitula Baker Female floret with apically broadened and 5-dentate corolla Female pappus multiseriate, acrescent and persistent

Baccharis gibertii Baccharis Cypselae with twin hairs Baccharidinae and Baccharis phylogenetic relationships

Zanowiak (1991): cpDNA RFLP markers Baccharidinae and Baccharis phylogenetic relationships

Lane et al. (1996): cpDNA RFLP markers Baccharidinae and Baccharis phylogenetic relationships

Karaman-Castro & Urbatsch (2009): ITS Baccharidinae and Baccharis phylogenetic relationships

Brouillet et al. (2009): ITS

Two of five subgenera and 1.5% of the Baccharis species sampled

Current knowledge based on a limited

dataset does not provide enough data Americanlineages South on the intergeneric relationships of genus Baccharis, its monophyly and the relationships of its infrageneric groups

Hence, a comprehensive phylogenetic study within the genus is in need to refuse or corroborate its alleged monophyly Prospects Include more outgroups

Sample at least one species per infrageneric

group, preferably the type one Teodoro

Reduce the geographic bias of sampling

Search for more informative sequences

Consider including morphological data pseudovaccinioides Baccharis

The future recognition of smaller monophyletic and morphologically well circumscribed groups will make possible the advance of taxonomic knowledge on the genus, free of geographic limitations

Assembling the big picture of the Baccharis phylogeny will provide answers on the diversification, the wide morphological diversity and the evolution of sexual expression within one of the largest genera of Compositae