The Emerging Markets Podcast by Tellimer Investor sentiment at the IMF/WB Spring Meetings with Kevin Daly, Investment Director at Abrdn Investments
Rizwan Mahmood sits down with our first guest Kevin Daly, Investment Director and Head of Frontier Sovereign Strategy at Abrdn Investments. They discuss investor sentiment post the IMF/WB Spring meetings, and the risks faced by heavily distressed frontier markets. Kevin shares his views on the G20 Common Framework, and if we might see a HIPC style initiative for heavily debt burdened countries. Finally, Kevin outlines his highest conviction ideas, and flags the countries which cause him concern as an investor.
The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions.
This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.