Frontier Bonds: reward versus risk is still attractive in 2025?
Kevin Daly explains why he thinks frontier country bonds should offer more reward than risk in 2025.
The 15-year quantitative easing experiment is over. We’re entering a new paradigm as the global economy shifts from overheating to contraction.
Income can provide a cushion to counter inflation and reduce drawdowns.
Higher-for-longer rates and inflation, slowing global growth and geopolitical rivalry promise to elevate volatility. This creates opportunities for ESG-savvy investors to source quality firms able to sustain their income payouts.
Economic activity in the major economies is expected to slow in 2024, even though some economies will be more resilient than others. When growth loses momentum, less risky assets that offer investors predictable cash payments, such as bonds, can often do better.
2024 - The year for income
Harvest recurring income with capital growth opportunities.
Access the key asset classes with ease through a truly diversified portfolio.
Why investors should not ignore India’s bond market.
Mitigating causes of climate change and helping society adapt to the consequences.
From Asian Private Banker Asset Management Awards for Excellence 2025 for abrdn SICAV I - Indian Bond Fund
From Asian Private Banker Asset Management Awards for Excellence 2025 for abrdn SICAV I - Short-dated Enhanced Income Fund
(1) Source: abrdn, 30 June 2023