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Stock impact report

Nomura High Income Fund Q1 2026 Commentary [Seeking Alpha]

Nomura Holdings Inc ADR American Depositary Shares (NMR) 
US:NYSE Investor Relations: nomuraholdings.com/investor
Company Research Source: Seeking Alpha
High yield market volatility accelerated in February as AI-related anxiety led to a risk-off approach, resulting in a return of 0.17% for the month. In response to Operation Epic Fury, interest rates moved higher, equity markets sold off, and West Texas Intermediate oil rose to $100 a barrel. For 1Q26, Nomura High Income Fund Institutional Class shares returned -1.91%, underperforming the ICE BofA US High Yield Constrained Index benchmark which declined 0.55%. Nomura High Income Fund expects the fall-out from the Middle East conflict to have a lasting effect on high yield fundamentals through the remainder of the year as growth outlooks are lowered. Lari Bat/iStock via Getty Images Market review US high yield bonds, as measured by the ICE BofA US Cash Pay High Yield Index, declined 0.55% for 1Q26, while European and global high yield bonds fell 1.72% and 0.42%, as measured by the ICE BofA Euro High Yield Index and the ICE BofA US Dollar Global High Yield Index, respective Show less Read more
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