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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.

 

FundCalibre – Investing on the go · 76: Why Russia and Egypt are better bets than the UK

 

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