富达国际固定收益投资组合经理Philip Fielding:受今年厄尔尼诺现象影响,亚洲和拉丁美洲可能首当其冲受到更炎热、更干燥天气的影响,农业生产面临减产风险。公司仍看好新兴市场回报机会,但已减少拉丁美洲利率敞口,转而配置受影响较小的国家。
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