全球通胀和强势美元可能已经让投资者远离新兴市场 (EM),但逢低买入者可能倾向于在这些遭受重创的资产中寻找价值。
受打击的新兴市场正在创造价值机会
希望追随资产管理公司的投资者也可能会发现新兴市场提供了机会。例如,富兰克林邓普顿正在寻找新兴市场相关资产的价值。
“新兴市场在 2022 年上半年下跌,因为通货膨胀和地缘政治紧张局势困扰着全球经济,”机构投资者的一篇文章指出。“但 1.5 万亿美元的资产管理公司富兰克林邓普顿表示,仍有很多理由保持乐观。”
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新兴市场通常与当地货币的强势挂钩,鉴于美联储收紧货币政策,美元一直在上涨,因此很容易看出新兴市场可能出现疲软的地方。尽管如此,新兴市场货币实际上比前几年更稳定。
“首先,与过去相比,新兴市场对宏观经济冲击的抵御能力要强得多,”文章补充道。富兰克林邓普顿新兴市场股票首席投资官 Manraj Sekhon 表示:“投资者可以从近期新兴市场货币的低波动性中看到这一点。”
专注于增长的全包新兴市场 ETF
虽然新兴市场可以涵盖中国和巴西等国家,但寻求超越这些经济强国的更多增长的投资者可以将目光投向前沿市场。这些市场可以提供进一步推动增长的机会,尤其是对长期投资者而言。
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Global X Next Emerging & Frontier ETF (EMFM)就是这样一个需要考虑的全方位前沿市场基金。
EMFM 为投资者提供:
- 高增长潜力:EMFM 旨在通过排除巴西、俄罗斯、印度、中国、韩国和台湾等增长较慢的发达新兴市场,同时包括具有较高增长潜力的前沿市场,来改进传统新兴市场基金。
- 广泛的地域覆盖:在单笔交易中,EMFM 提供来自超过两打新兴和前沿市场国家的 200 多种证券的访问权限。
- 多部门方法:除了平衡地理风险外,EMFM 还跟踪一个将部门集中度限制在 30% 的指数,以确保从一系列行业中选择股票。