abrdn Global Infrastructure Fund Q4 2024 Commentary
Source: SeekingAlpha
2025-03-28 12:30:00 ET
Summary
- The abrdn Global Infrastructure Fund underperformed in Q4 2024, with key detractors including EDP Renovaveis, NextEra Energy Partners, and Cellnex Telecom.
- Global equity markets ended slightly down, with US equities higher, European and UK equities lower, amid inflation concerns and political instability.
- The outlook for global equities remains positive, with opportunities for active investors amid market volatility and declining discount rates.
- Key issues to monitor include Trump's policy changes on renewables and interest rate trajectories, with infrastructure assets offering inflation protection despite higher rates.
Fund performance
The abrdn Global Infrastructure Fund underperformed its benchmark in the fourth quarter of 2024. 1 ...
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abrdn Global Infrastructure Fund Q4 2024 Commentary
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