Unleashing the Superpower of Bonds
When interest rates rise, bonds get a bad rap. Watch to see why you should think twice before bailing on bonds.
Institutional Investors See Fixed Income Playing a Key Role in 2023
72% of institutional investors surveyed for Natixis’ 2023 Institutional Outlook believe rising rates will usher a resurgence in traditional fixed income.* Here are some top moves they are considering for 2023:
|Fixed Income Allocations||Increase||Maintain||Decrease|
|Investment Grade Bonds||49%||38%||13%|
|High Yield Bonds||37%||44%||19%|
|Emerging Market Debt||29%||48%||23%|
You’ll find multiple vehicle types, including mutual funds, ETFs, separately managed accounts, models, and highly customized portfolios for high-net worth clients are available to fit investors’ varying portfolio construction needs.
Why Active Management Matters
- Rooted in proprietary research
- Informed by diverse opinions from global experts
- Free to delve into many sectors across capital markets
- Not beholden to benchmarks; they have the versatility to look across sectors to uncover opportunity, avoid potential pitfalls, and actively manage duration decisions
Flexible, research-driven approach of Loomis, Sayles & Company fixed income strategies looks for a yield advantage while actively managing risk in today’s rising interest rate landscape.
Related Insights View More
Three fixed income market experts share diverse views on Fed rate hikes, inflation, high yield’s liquidity issue, and value opportunities in 2023.
The quarterly Fixed Income Dashboard provides key relative data points ranging from credit conditions and inflation trends to asset flows and yields.
US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.
Increasing yields, widening spreads, limited interest rate risk, and the flexibility of active management – could point to compelling bond opportunities.
Portfolio Manager Jack Janasiewicz explains why divergences in global monetary policy could be a key differentiator for asset class returns in 2023.
Your Natixis representative is ready to help you solve your fixed income dilemma today. Please reach out today to discuss your needs.
All investing involves risk, including the risk of loss. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.
This material is provided for informational purposes only and should not be construed as investment advice.
Fixed income securities may carry one or more of the following risks: credit, interest rate (as interest rates rise bond prices usually fall), inflation and liquidity.
Unlike passive investments, there are no indexes that an active investment attempts to track or replicate. Thus, the ability of an active investment to achieve its objectives will depend on the effectiveness of the investment manager.
Before investing, consider the fund's investment objectives, risks, charges, and expenses. You may obtain a prospectus or a summary prospectus containing this and other information. Read it carefully.
Mirova is operated in the US through Mirova US LLC (Mirova US).
ALPS Distributors, Inc. is the distributor for the Natixis Loomis Sayles Short Duration Income ETF. Natixis Distribution, LLC is a marketing agent. ALPS Distributors, Inc. is not affiliated with Natixis Distribution, LLC.
Natixis Distribution, LLC (fund distributor, member FINRA | SIPC) and Loomis, Sayles & Company, L.P. are affiliated.