# 403. Higher yields, lower risks? Where bond investors should look now

Page: https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585/403-higher-yields-lower-risks-where-bond-investors-should-look-now
Text version: https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585/403-higher-yields-lower-risks-where-bond-investors-should-look-now.md
Podcast: [FundCalibre - Investing on the go](https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585)
Published: 2026-07-15T23:00:00+00:00
Episode link: https://www.buzzsprout.com/1890790/episodes/19462809-403-higher-yields-lower-risks-where-bond-investors-should-look-now.mp3
Audio file: https://www.buzzsprout.com/1890790/episodes/19462809-403-higher-yields-lower-risks-where-bond-investors-should-look-now.mp3
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Duration seconds: 1348

## Resource

Geopolitical tensions, inflation fears and shifting interest rate expectations have created a challenging backdrop for bond investors. Dickie Hodges, manager of the Nomura Global Dynamic Bond fund, discusses why these periods can also create attractive opportunities, how rising yields have transformed the outlook for fixed income, and why today’s market looks very different from a decade ago. The conversation covers credit spreads, emerging market debt, financial bonds and the importance of m...

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## Transcript

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