紧接着的，同样是Wellington Management 在3月份的，主题为：A Closer Look at Attractive Opportunities in EMs

Following the US presidential election in November, emerging market (EM) equities swooned due to fears about the potential negative effects of protectionism, rising interest rates, and a stronger US dollar. However, pockets of EMs have rebounded since then, and we see a range of attractive investment opportunities still to come. Many EMs are largely insulated from US trade policy by virtue of their domestically driven economies and/or improving fundamentals. And rising rates accompanied by stronger global growth could be positive for some EMs, especially those with solid macro and policy backdrops.