根据标准寿命投资（SLI）的投资专业人士，今天在全球的新兴和边境市场之间存在重大差异，创造了新的多资产和固定收入机会。
“It’s been a volatile year for the economies of Brazil, Russia, India, China and South Africa (BRICS),” says Richard House, head of the Emerging Markets Debt Team at Standard Life Investments, “We are very positive on India, unlike Russia or Brazil.”
China – the largest of the BRICS – is trying to rebalance its economy away from credit-fueled investment toward consumption-led growth, says Alexander Wolf, emerging markets economist for Standard Life Investments. “That will benefit new sectors, such as e-commerce and domestic tourism,” he says.
沪港股票连接的开幕式将使美国和国际投资者更容易购买国内股票，狼增加。
公司债务问题的增长
房子注意到，在新兴市场主权方面在新的债务问题方面相对安静，公司固定收入部门一直在增长。“现在这是一个3万亿美元的资产课程，将来会为未来创造许多机会，”他说。
根据Mark Foster，Isport Foster，Isploy Repaurent，Laifial Driavent投资（LDI）的投资总监，根据Mark Foster，责任投资（LDI）和投资标准寿命投资的多资产投资，建立强大的多资产投资组合可以是管理波动性的重要因素。“我们在多资产投资组合中运行不同的情景，以便在未来的未来压力事件中提供恢复力，例如，在中国的硬着陆情况下，”他说。
However, Foster notes that volatility in emerging markets can also create opportunities for an active fund manager to add value to a portfolio, or even invest in a volatility strategy itself. “We analyze the emerging and developed markets to find situations where the actual volatility is likely to differ from what is already priced into the markets.” he says.
新兴市场的差异在拉丁美洲也是显而易见的。虽然巴西现在正在努力，但哥伦比亚和智利多样化了他们的经济，并实施了财政改革，使他们对固定收入投资更具吸引力，说狼说。然而，他对投资股票持续谨慎，加入“，”当大多数拉丁美洲公司都会看到强大的盈利增长时，很难预测。“
房子指出，多资产经理也有货币扮演的机会。“几乎所有拉丁美洲货币在过去几年都受到压力，”他说。“在墨西哥和其他一些国家，更便宜的货币将对支付的平衡产生积极影响 - 一个理由对该地区有点乐观。”
油价有助于一些，伤害其他EMS
从全球角度来看，最近的油价下跌使一些新兴市场比其他市场更具吸引力。“土耳其受益于油价较低，”沃尔夫说。“然而，它已经削减了利率，部分地归因于政治压力，并仍然很容易受到未决的美国寄生。”
另一方面，印度尼西亚利用油价下跌，以减少公共燃料补贴，并为增加基础设施支出分配财政节约，增加狼。“这是支持国内经济增长的更积极的情景，”他说。
房子说，斯里兰卡，越南，巴拉圭，多米尼加共和国和危地马拉提供战术和战略投资机会。
“总的来说,我们鼓励投资者思考the emerging and frontier markets in a selective manner, rather than as one large ‘basket,’” he says. “Investing in an actively managed fund can provide exposure to those opportunities, while avoiding countries that are most susceptible to higher U.S. rates or other major risks.”
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重要信息：对未来退货的提及不是承诺或甚至估计标准寿命可能实现的实际退货，不应依赖于此。本文包含的预测仅用于说明目的，并不应依赖于建议或被解释为推荐。此外，预测是基于关于可能尚未发生的环境和事件的主观估计和假设，也可能永远不会这样做。
Past Performance is no guarantee of future results. This material is for informational purposes only to provide general information to clients and is not meant to be legal or tax advice for any particular investor, which can only be provided by qualified tax and legal counsel. This document may not be used for the purpose of an offer or solicitation in any jurisdiction or in any circumstance in which such an offer or solicitation is unlawful or not authorized. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal, and tax professionals before making any investments.
