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Market View

August 2022
High Yield Update – August 2022
July 2022
Rediscovering Japan with Nomura Asset Management
July 2022
Dickie’s View
July 2022
Rediscovering Reliability: Nomura Asset Management on Japan
June 2022
Japan Sustainable Equity Growth Impact Report 2021
April 2022
Why Sustainable Investing does not have to mean Growth – White Paper
September 2021
The Fundamental Backdrop Remains Positive for US High Yield
September 2021
Revisiting Earnings Acceleration as a Source of Diversifying Excess Returns
July 2021
Responsible Investment Report 2020
May 2021
Resilience Under Pressure: Japanese Corporate Earnings in a Post-pandemic World
May 2021
Global Sustainable Equity Fund Impact Report 2020
May 2021
High Yield Update – May 2020
March 2021
Dickie Hodges: View on Bond Yields and Inflation
January 2021
How collaboration can lead to better investment outcomes
January 2021
The industry’s greenwashing problem – and how it must adapt
December 2020
Japan Equity Market Outlook 2021
December 2020
Asia ex-Japan Market 2021 Outlook
December 2020
Global Dynamic Bond Fund 2021 Outlook
December 2020
30 Years as a Contrarian Investor in Japan
November 2020
Japan Strategic Value Strategy: 20 Year Anniversary
November 2020
NCRAM High Yield Update – US Election and Vaccine News
September 2020
Japan High Conviction After Abenomics
July 2020
Podcast: How March sell-off was a golden opportunity
July 2020
Global Dynamic Bond Fund in 2020
June 2020
Podcast: Fund Calibre ‘Investing on the Go’
May 2020
Global Sustainable Equity Fund Impact Report 2019
April 2020
High Yield Update – Fed to buy some fallen angels
April 2020
Generating returns in a new fixed income age
April 2020
Asian equity market outperformance is likely to continue
March 2020
High Yield Update – Impact of Coronavirus
March 2020
Stock Market Impact of Coronavirus
February 2020
Sharp Decline in Japan 4Q2019 GDP & New Coronavirus Impact
August 2019
The hunt for yield with Dickie Hodges