Podcast:
Fund Calibre ‘Investing on the Go‘

Podcast: Fund Calibre ‘Investing on the Go’

Recorded 15th June 2020

In the following Fund Calibre ‘Investing on the go’ podcast, Dickie Hodges, Manager of our Global Dynamic Bond fund, shares his views on a range of topics including:

• Why Russia and Egypt are better bets than the UK right now.
• Why he thinks inflation may return in the second half of 2021.
• Why corporate bonds became such an opportunity in March that he increased the funds weighting from 2% to 21%.
• 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.

Disclosures

The opinions expressed in this document are those of the featured speaker as of the date of publication and are subject to change at any time without notice. Comments may be forward-looking statements, which are based on opinions, expectations and projections as of the date of publication. These statements are only predictions, opinions or estimates made on a general basis. Actual results could differ materially from those anticipated in the forward-looking statements and here is no guarantee that any projection, forecast or opinion in this material will be realised. Past performance does not guarantee future results.

This document represents an advertisement material and is for information purposes only and is not to be construed as an offer for the sale or purchase of securities or other instruments under capital market legislation. This document does not contain all the relevant information required by an investor to make an investment decision. This document does not constitute an offer to conclude a contract or an invitation to submit a contractual offer. Equally no re-commendation is made to conclude a specific transaction. No guarantee is given in relation to the accuracy, completeness or currentness of the information, calculations and forecasts. Nomura does not accept liability for any loss, damage, cost or expense resulting from the use of or reliance on the document or other written or verbal notices and information by the recipient, including his/her executive bodies, employees, advisors or representatives or other entities.
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The information on specific funds in this document is not intended as an investment advice, but rather as a brief presentation summarising the essential characteristics and key indicators of funds from the past. This data is not an indicator of future performance.

Full information on the NFI – Global Dynamic Bond Fund, which is relevant for an investment decision can be found in the sales prospectus, supplemented by the most recent annual and semi-annual report, and constitutes the only relevant basis in the event of purchasing units in the fund. The fund´s prospectus and Key Investor Information Document (KIIDs) in German are available free of charge at www.nomura-asset.co.uk or from Nomura Asset Management U.K. Ltd, 1 Angel Lane London EC4R 3AB England.