76. Why Russia and Egypt are better bets than the UK

Nomura Global Dynamic Bond fund manager Dickie Hodges tells us why Russia and Egypt are better bets than the UK right now and explains why he thinks inflation may return in the second half of 2021. Dickie also tells us why corporate bonds became such an opportunity in March that he increased the funds weighting from 2% to 21% and why he felt the need to protect the fund from further stock market falls – which led to profits in the sell-off earlier this week.
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Nomura Global Dynamic Bond fund is an unconstrained strategic bond fund, with a focus on total returns. Manager Dickie Hodges blends two approaches when building his portfolio. First, he studies the state of the global economy and identifies which sectors and investment themes look most attractive. He then undertakes fundamental analysis, to populate his preferred areas with ideas.

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This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Past performance is not a reliable guide to future returns. Remember, all investments can fall in value as well as rise, so you could make a loss. Before you make any investment decision, make sure you’re comfortable and fully understand the risks.Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.

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