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近期,在岸人民币创六年新低、楼市限购政策频频出台,不少投资者考虑是不是该增配海外资产。不过挖财研究院通过对国内外宏观经济形势的分析,在最新发布的《挖财资产配置策略月报 》中认为,四季度海外将迎来一系列风险事件,金融市场波动率将明显上升。挖财投资总监李佳表示,避险为上,投资者近期宜减配海外和黄金等另类资产,将更多的目光放回国内市场,以安全度过动荡期。
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