Maximising returns: strategies from a strategic bond manager, June 2024

Richard ‘Dickie’ Hodges, manager of the Nomura Global Dynamic Bond fund, gives an overview on current market dynamics and shares his perspectives on inflation and interest rates. He explains how the fund is positioned to navigate these uncertainties, emphasising the importance of diversification across geographies - including South Africa. Dickie gives in-depth answers and outlines three potential economic scenarios—soft landing, hard landing, and rising rates—and how the fund is structured to capitalise on these possibilities.