Nationwide Loomis Core Bond Fund Eagle Class · NASDAQ:NWAZX
Nationwide Loomis Core Bond Fund Eagle Class — Nationwide — Investor Presentation (July 2026)
11 slides from Nationwide Loomis Core Bond Fund Eagle Class's investor presentation, July 2026
Slide 1: Nationwide Retirement Institute Study: Macro Trends
Nationwide Retirement Institute Study Macro Trends July 2026 NFM-25657AO 07/2026
Slide 2: More than three in four non-retired investors are concerned about a U.S. economic recession
ADVISOR AUTHORITY 2026 More than three in four non-retired investors are concerned about a U.S. economic recession over the next 12 months Concern About US Economic Recession Over the Next 12 Months (Among non-retired investors) Top 2 Box (NET) 77% 29% Very concerned Somewhat concerned 48% Not very
Slide 3: One in three non-retired investors will change their retirement savings approach
ADVISOR AUTHORITY 2026 One in three non-retired investors will change their retirement savings approach over the next year by planning to take advantage of investment opportunities Changes in Retirement Saving Approach Over the Next 12 Months (Among non-retired investors) Avoiding unnecessary expens
Slide 4: Just 15% of non-retired investors say they plan to retire later than planned
ADVISOR AUTHORITY 2026 Just 15% of non-retired investors say they plan to retire later than planned and around a tenth don’t know if they’ll ever retire Changes in Retirement Plans Over the Last 12 Months (Among non-retired investors) I plan to retire about the same time as planned 44% I plan to ret
Slide 5: Nearly three in ten non-retired investors have no strategy to protect assets against market risk
ADVISOR AUTHORITY 2026 Nearly three in ten non-retired investors say they do not currently have a strategy in place to protect their assets against market risk Has Strategy to Protect Assets Against Market Risk (Among non-retired investors) Yes 61% No 29% Don't know / Not sure 10% Harris Insights &
Slide 6: Six in ten advisors more likely to recommend a guaranteed income solution
ADVISOR AUTHORITY 2026 Six in ten advisors say the events of the last 12 months have made them more likely to recommend a guaranteed income solution as part of a client’s portfolio Change in Likelihood to Recommend Guaranteed Income Solutions Over the Past 12 Months (Among all advisors) Top 2 Box (N
Slide 7: Over half who have a strategy to protect assets against market risk use RILAs
ADVISOR AUTHORITY 2026 Over half who have a strategy to protect assets against market risk use RILAs to do so Solutions Used to Help Clients Protect Assets Against Market Risks (Among advisors who have a strategy to protect assets against market risks) Bonds and / or dividend-bearing stocks 57% Fixe
Slide 8: More than half of advisors believe Social Security or Medicare funding will be reduced or cut
ADVISOR AUTHORITY 2026 More than half of advisors say they believe Social Security or Medicare funding will be reduced or cut Beliefs and Practices (Among all advisors) I understand how compounding interest works when investing over time 52% I leverage the full contribution match offered by my emplo
Slide 9: Nearly three in five advisors expect the future tax burden for clients to increase
ADVISOR AUTHORITY 2026 Nearly three in five advisors expect the future tax burden for clients to increase in the future Perceived Future of the Tax Burden for Clients (Among all advisors) 58% Increase in the future Stay the same Decrease in the future Don't know / Not sure 33% 6% 3% Harris Insights
Slide 10: About Advisor Authority Methodology
This material is not a recommendation to buy or sell a financial product or to adopt an investment strategy. Investors should discuss their specific situation with their financial professional. About Advisor Authority Methodology The research was conducted online in the U.S. by The Harris Poll on be
Slide 11: About Nationwide
About Nationwide Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified financial services and insurance organizations in the United States. Nationwide is rated A+ by Standard & Poor’s. An industry leader in driving customer-focused innovation, Nat