Fixed Income Designed for Markets in Motion

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.

Fixed income is an essential component to building more durable portfolios – helping investors to diversify away from stock market risk, generate income, and pursue attractive returns. Even during times of rising interest rates, fixed income investing is a smart long-term strategy. In fact, higher rates offer the potential for greater income and total return in the future.

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 AllocationsIncreaseMaintainDecrease
Investment Grade Bonds 49% 38% 13%
Government Bonds 48% 38% 15%
High Yield Bonds 37% 44% 19%
Emerging Market Debt 29% 48% 23%
Securitized Debt 19% 55% 26%
Green Bonds 50% 47%  4%

Our Solutions

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.

Which Fixed Income Dilemma Are You Trying to Solve?

  • Mitigate Portfolio Risk

  • Minimize Interest Rate Impact

  • Pursue Income & Total Return

  • Invest Sustainably

  • Customize Your Portfolio

Actively managed strategies that maintain high quality fixed income can help protect portfolios against equity market volatility, while also pursuing income.

• Loomis Sayles Investment Grade Bond Fund
• Loomis Sayles Core Plus Bond Fund
• Risk-Efficient Income Model Portfolios

Diversifying fixed income portfolios with strategies that either invest in sectors and securities known to be less sensitive to interest rate risks, such as floating rate bank loans and shorter duration bonds, or non-traditional approaches that have the flexibility to create low correlation to traditional fixed income may be a smart move today.

• Loomis Sayles Senior Floating Rate and Fixed Income Fund
• Loomis Sayles Short Duration Income ETF (LSST)
• Loomis Sayles Strategic Alpha Fund

Flexible strategies that can invest in a broader range of assets may offer greater opportunities for return than those with more limited mandates. Loomis Sayles has managed multisector strategies for more than 25 years.

• Loomis Sayles Strategic Income Fund
• Loomis Sayles Bond Fund
• Natixis/Loomis Sayles Core Total Return SMA
• Natixis/Loomis Sayles Intermediate Duration Fixed Income SMA

Green bonds allow you to pursue sustainable long-term returns from bonds issued to finance projects with positive environmental impact.

• Mirova Global Green Bond Fund

Natixis Investment Managers Solutions provides design, development and execution of portfolio strategies tailored to specific investment objectives and unique portfolio constraints. You can take advantage of core, completion and thematic model portfolios, discretionary multi-asset mandate capabilities and target date funds.

Financial professionals:
To learn more, call us at 800-862-4863 or visit natixisimsolutions.com


Why Active Management Matters

Actively managed fixed income strategies from Loomis, Sayles & Company can offer investors solutions when markets are difficult to predict. They can deliver yield and value opportunities while mitigating risk because they’re:
  • 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

Active Fixed Income Yields Results: A Look Across the Loomis Sayles Fund Spectrum

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  

What Factors Will Drive Fixed Income Markets in 2023?

Three fixed income market experts share diverse views on Fed rate hikes, inflation, high yield’s liquidity issue, and value opportunities in 2023.

Fixed Income Dashboard

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

US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.
Watch

Active, Short Duration Fixed Income ETF for Shifting Markets

Increasing yields, widening spreads, limited interest rate risk, and the flexibility of active management – could point to compelling bond opportunities.
  • January 26, 2023
Listen

Disinflation Pipeline and the Phillips Curve Fed

Portfolio Manager Jack Janasiewicz explains why divergences in global monetary policy could be a key differentiator for asset class returns in 2023.
Listen

Financial Portfolios Adapt to Inflation, Rough Markets

Learn how advisors have adjusted their financial portfolio allocations in response to higher inflation and difficult market conditions.


Contact Us
Your Natixis representative is ready to help you solve your fixed income dilemma today. Please reach out today to discuss your needs.

Contact Us

* Natixis Investment Managers, Global Survey of Institutional Investors conducted by CoreData Research in October and November 2022. Survey included 500 institutional investors in 30 countries throughout North America, Latin America, the United Kingdom, Continental Europe, Asia and the Middle East.

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.

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