Shows
FundCalibre - Investing on the go323. Navigating inflation and interest ratesRichard ‘Dickie’ Hodges, manager of the Nomura Global Dynamic Bond fund, gives his predictions on UK, US and European inflation and potential interest rate cuts. He emphasises the current opportunities and strategies for generating positive returns in the fund, highlighting deeply subordinated bank debt (AT1s) as one of the best-performing asset classes. He also outlines a hedging strategy to protect against a potential hard landing and political uncertainties, which helps mitigate risks without significantly reducing income. We finish with Dickie’s views for the second half of 2024.What’s covered in this episode: What’s yo...
2024-07-1820 min
Racketeer Radio KFQX Live Remote BroadcastsWest Coast Ragtime Festival 1903 - Live From Sacramento Marriott Rancho Cordova Racketeer Radio KFQX presents Radio Remote Broadcasts Live from West Coast Ragtime Festival in Rancho Cordova, Ca November 18 2023We are proud to say we produce the world's premier annual ragtime festival in the Sacramento area, the ragtime capital of the world! There's lots of great music performed by the finest musicians from inside and outside The United States, spread over three days. For more information, visit: West Coast Ragtime FestivalEvery tune in this show is from 1903, when ragtime was the rage in America. Featured performers: Heidi...
2023-11-181h 10FundCalibre - Investing on the go198. Why even inflation-linked bonds are letting you downDickie Hodges, manager of Nomura Global Dynamic Bond fund, gives listeners an explanation as to why all bonds – including inflation-linked bonds – have had negative returns this year. In a very frank and educational podcast, he explains how the current environment is impacting bonds, gives his view on how high interest rates could go, and whether it’s a matter of when, not if, a recession begins. Dickie ends the podcast with some thoughts on what bond investor could expect in 2023 and 2024 and reveals what has happened to the Russian bonds the fund held earlier this year.What's...
2022-06-2323 min
FTAdviser PodcastWhy the risks of investing in bonds are even more 'one-sided' than normalThe return of inflation, low yields and the spread of the new Omicron variant of coronavirus have raised some awkward questions for bonds and their role in portoflios.Yield curves, often used by investors to gauge the market's expectations for growth, have been flattening recently which suggests there is widespread concern about the economic outlook.With quantitative easing coming to an end in the UK and the Federal Reserve announcing the end of tapering, what does this mean the the outlook for bonds?This week FTAdviser's special projects editor David Thorpe is joined...
2021-12-0337 min
FundCalibre - Investing on the go76. Why Russia and Egypt are better bets than the UKNomura 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.Learn more on fundcalibre.comPlease remember, we’ve been discussing individual companies to bring investing to l...
2020-06-1617 min
Investors' ChroniclePF Podcast: Flirting with bond risk and Indian fundsThis week deputy personal finance editor Kate Beioley is joined by Dickie Hodges, manager of Nomura Global Dynamic Bond fund in order to take the temperature of the global bond market.Kate is also joined by personal finance editor Leonora Walters to break down the benefits of investing in India and look at some of the routes investors could use to access these high-growth equities. Hosted on Acast. See acast.com/privacy for more information.
2017-08-2540 min