Capabilities
Find out more about our investment capabilities
Insights by asset class
Gain our perspectives and investment thinking across each asset class
News and insights
Get deep insight and expert views on the forces shaping financial markets
Featured topics
Browse the latest views by topic
Who we are
Find out more about who we are and how we might be able to help
Investor sentiment
Discover the latest insights from the center for investor insight
With rapidly shifting global geopolitics, war and AI disruption it’s hard for investors to know where their money should be invested from one month to the next. While equities have offered excellent returns in recent years, high uncertainty coupled with high valuations, means risk is greater than normal.
Fixed income has traditionally been a good hedge against riskier equities, and higher interest rates in recent years have made returns much more attractive. But fixed income isn’t immune to changes in macro-economic conditions.
In volatile times it is more likely that companies will default on their debts, meaning investors will not get paid. On the flipside there is a greater chance that bonds are mispriced by the market, offering shrewd investors a chance for higher returns without taking on much more risk. This is where experienced, active fixed income management can help.
Loomis Sayles’ Global Fixed Income Team has been managing global portfolios for nearly 40 years and its team members have ~40 years’ experience on average2. The Team has been managing the underlying global bond strategy used by the Australian fund, on behalf of Australian institutional investors since 1998. The Team’s experience, connections and global reach give it access to opportunities not available to many managers.
2 Source: Loomis Sayles Global Fixed Income Team, as of December 31, 2025
The Team predominantly invests in high quality bonds, with an average credit rating of AAA and AA across the portfolio. They supplement this with opportunistic investments in higher yielding bonds to boost returns, but only when they are confident they are being compensated to take on additional risk.
The fund is available to all investors for a fee of 0.28% per annum, similar to many passive funds available in Australia today.
The portfolio management team has demonstrated exceptional stability as they have worked together for more than two decades. Their extensive experience is also reflected by their respective backgrounds as they combine complementary skillsets and expertise which are required for managing global fixed income portfolios. David Rolley came to Loomis Sayles from a macro economic think tank background, Lynda Schweitzer had deep trading, currency, bonds and derivatives experience, while Scott Service had been a credit research analyst with expertise in credit markets. They are very well versed in all facets of the global markets and the team's investment decisions are established by consensus among the three portfolio managers. The team is well-resourced, and supported by long-tenured global research teams, with various individuals having more than 30 years’ experience in world markets.
For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide. To do this, the firm’s performance-driven investors seek long-term results by leveraging deep, independent research and rigorous risk analysis. With the resources, foresight, and flexibility to look far and wide for value in broad and narrow markets, Loomis Sayles has remained a trusted partner to its clients since 1926.
With over 25+ offices worldwide, Natixis Investment Managers has US$1.5 trillion in assets under management*. Drawing on the diverse expertise and perspectives of more than 15 experienced active investment managers we deliver a wide range of solutions across asset classes, styles and vehicles all designed with one end goal in mind - yours.
*Source: Natixis Investment Managers, assets under management of current affiliated entities measured as of 31 December 2025.
Equity Trustees Limited ("Equity Trustees") (ABN 46 004 031 298, AFSL 240975) is the Responsible Entity of the Loomis Sayles Global Bond Fund. The Sub-Investment Manager for the Fund is Loomis, Sayles and Company, L.P. (Loomis Sayles), which is a wholly owned subsidiary of Natixis Investment Managers.
Loomis Sayles is exempt from the requirement to hold an Australian Financial Services Licence under the Corporations Act 2001 (Cth.) Loomis Sayles is regulated by the US Securities and Exchange Commission under US laws, which differ from Australian laws.
You should consider, with your professional adviser, whether the information is suitable for your circumstances. Before deciding to acquire or continue to hold an investment in the Fund, you should consider the Information in the Product Disclosure Statement (PDS) and Target Market Determination (TMD) for the Fund, available free of charge from us.