盘点2016年全球表现最佳和最差的资产（从股市到货币）

 

解盘侠说：

2016年注定是不平静的一年，在这一年当中“黑天鹅”频飞，不管是英国脱欧，还是特朗普当选美国总统，都对全球经济及政治有着或多或少的影响，那么在这样的经济和政治环境下，作为新兴市场国家在即将到来的2017年将面临怎样的机遇和挑战呢。

2016全球表现最佳和最差的资产 音频： 进度条 00:00 04:27 后退15秒 倍速 快进15秒

盘点2016年全球表现最佳和最差的资产（从股市到货币）

作者  | Julie Verhage  朱莉

来源  | 彭博社    朗读  | 小威

翻译·编辑| 解盘侠财经，转载请注明出处

从Brexit（英国退出欧盟）到唐纳德·特朗普到标准普尔500指数最糟糕的第一个月，过去一年对于投资者还算平静。

正如波动不仅带来痛苦也同时带来机遇，因此在2016年即将结束之际，是时候把今年全球最好和最差的资产盘点一下。

货币

对于任何称为“英镑”的货币来说，这是一个特别糟糕的一年。 埃及版本是2016年表现最差的国家，因为该国采取了巨大的步骤，允许它自由贸易，企图稳定经济与美元短缺和对社会动荡的担忧。 Brexit后，英国的英镑大跌，再也没有恢复过来。

另一方面，数字货币比特币是今年表现最好的，在中国这样的地方，资本管制上升超过100％，英国和美国的孤立主义暴动激起了对其他货币的兴趣。

当谈到政府和中央银行发行的货币时，俄罗斯卢布受益于石油市场反弹，是一年中表现最好的。

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虽然英国货币的滑落比不上一些新兴市场的滑落，但它确实是主要货币中表现最差的。

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全球股票指数

尽管最近的动荡，巴西的Ibovespa股票指数仍然是2016年表现最好的。这主要是由于希望在Dilma Rousseff被弹劾后新上任的总统Michel Temer，能带来政治稳定，从而结束长达一个世纪的最严重衰退。

尼日利亚股市今年表现最差。该国在2016年中签订了一份合同，20多年来首次对外来资本进行管制，阻止外国人投资，而激进分子正在抗议。

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商品

虽然2015年对商品多头相当凶悍，但今年很难在屏幕上找到红色。 天然气是令人瞩目的，在过去12个月中增加了60％以上，预测从1月开始会爆一个大冷门。

油价反弹，虽然走势崎岖。 西德克萨斯中质油先跌至30美元以下，随后升至50美元以上，今年涨幅超过50％。 作物农民最难熬，因为小麦和玉米分别下跌了13％和1.6％。

以下是一个纵览：

债券

委内瑞拉债券一直是最大的投资热门，有些令人惊讶的是，出现在一个社会动荡、财政困境的国家里。 它的债券受益于谣传政府可能正在寻求一个交易能够推迟回到隐藏的债务到期日，这将给深陷现金困境的国家财政以喘息之机。 2017年有更多的债务到期，而一些付款已经逾期。

表现最差的债券来自莫桑比克，因为这个国家正在面临债务危机和通货膨胀。

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当谈到美国高收益公司债券时，一些能源成为最好的表现者，它们下注石油将稳定收益。 由Sidewinder Drilling Inc.发行的债券表现最差，因为评级机构Moodys Investors Service降级了该公司并警告可能的违约。

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最后，安东油田服务公司是新兴市场公司债券的表现最好的公司。该公司去年已经从降级回来，因为它与上海银行签署了一项协议，以获得更多的融资。私人银行商业银行是表现最差的公司，被惠誉评级公司列入“观察”名单。

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原文

Here Are the Best and Worst Performing Assets of 2016

From stocks to currencies, these were the biggest movers

by Julie Verhage

From Brexit to Donald Trump to the S&P 500 Indexs worst-ever first month, the past year was anything but quiet for investors.

The tumult provided pain and opportunity alike, so as 2016 draws to a close, its time to tally up the best- and worst -performing assets across the globe this year.

Currencies

It was a particularly bad year for any currency called the"pound." The Egyptian version was the worst performer in 2016 as the nation took the dramatic step of allowing it to trade freely in an attempt to stabilize an economy struggling with a dollar shortageand concerns over social unrest. Britains pound tumbled after Brexit and never recovered.

On the other side of the spectrum, digital currency bitcoin was the best performer this year, rising more than 100 percentas capital controls in places like China and isolationist rumblings in the U.K. and U.S. have fueled interest in alternate currencies.

When it comes to currencies issued by governments and central banks, theRussian ruble has been the best performer of the year as the oil market rebounded.

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While the U.K. currencys slide didnt match those in some emerging markets, it did tally the worst performance among major currencies.

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World Equity Indices

Despite recent unrest, Brazils Ibovespa stock index remains the best performer for 2016. This is largely due to hopes that President Michel Temer, who took office after Dilma Rousseff was impeached, will end the worst recession in a century and bring about political stability.

Nigerias equity market fared worst in the year. The nations economy is set to contract in 2016 for the first time in more than 20 years as capital controls deter foreigners from investing and militants are blowing up pipelines.

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Commodities

While 2015 was rather rough for commodity bulls, this year its hard to find red on the screen. Natural gas was the standout, up more than 60 percent over the past 12 months, and forecasts for a cold start to January are sending it out with a bang.

Oil bounced back, though the ride was rough. West Texas Intermediate slid below $30 before rising above $50 -- good for a gain of more than 50 percent this year. Crop farmers had it hardest, as wheat and corn took tumbles of 13 percent and 1.6 percent, respectively.

Heres a full look：

Bonds

Venezuelan bonds have been among the top investments, somewhat surprisingly given the social unrest in the financially struggling nation. Its bonds rallied on rumors the government may be looking to strike a deal to push back looming debt maturities, which would give the cash-strapped nation fiscal breathing room. More debt comes due in 2017, and some payments have already been missed. 

The worst performing bond came from Mozambique as the nation struggles with a debt crisis and surging inflation. 

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When it comes to U.S. high yield corporate bonds, a number of energy names were top performers as bets that oil would stabilize paid off. Bonds issued by Sidewinder Drilling Inc. were the worst performing, as rating agency Moodys Investors Service downgraded the firm and warned of a possible default.

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Lastly, Anton Oilfield Services was the top performer when it comes to emerging market corporate bonds. The company has come back from a downgrade last year, as it signed an agreement with a Shanghai bank to obtain more financing.Privatbank Commercial Bank was the worst performing, with Fitch Ratings placing the firm on rating watch

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