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 a key component to portfolios. It helps investors maintain the right balance of risk and return — and stay on course to achieve their long-term goals. But how do you choose the appropriate allocation? Many investors face this dilemma, especially with several years of historically low yields and potential interest rate hikes in 2022 and beyond as central banks look to fight inflation.
Professional fund selectors see fixed income playing a key role in 2022:

In the Natixis Investment Managers 2022 Fund Selectors Outlook, professional fund selectors said their top three portfolio risks are:

Rising Interest
Interest Rates
70%

Inflation
Inflation
68%

Valuations
Valuations
48%


Not only can interest rate increases present challenges for bond investors, but low yields have been a key driver of record equity market growth over the past decade. This has led to many portfolios now taking on more equity risk than they may realize.

Whether you need to mitigate portfolio risk, pursue income, invest sustainably or create a highly customized portfolio, our multi-affiliate approach gives you access to unique fixed income insight and solutions. Our fixed income specialists are ready to help you move forward.
  • Loomis, Sayles & Company, one of the most renowned names in active fixed income
  • Mirova, a pioneer in green bonds
  • Model portfolios and custom solutions from Natixis Investment Managers Solutions
  • Rigorous portfolio analysis from Natixis Investment Managers Solutions’ Portfolio Analysis & Consulting team, including screening for interest rate sensitivity and gap analysis

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.

Our Solutions

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  

Watch

Readying for Recession: High Yield Credit vs. Bank Loans Today

High yield is in relatively good shape if recession hits while bank loans are more challenged. Matt Eagan of Loomis Sayles’ Full Discretion Team explains.

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 from personal consumption and supply chain bottlenecks to housing, wage pressures and inflation expectations.
Watch

Late Expansion Value in Corporate and Convertible Bonds

Late expansion phase views and select value picks in corporate bonds and convertibles are shared by Loomis, Sayles & Co. Full Discretion Team’s Brian Kennedy.
Watch

Are We There Yet? Pulse Check: Macro, Markets & Inflation

Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.
Listen

Higher for Longer

Portfolio Manager Jack Janasiewicz discusses the market reversal in August, Federal Reserve policy, labor market trends and the likely path of inflation.


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’ 2022 Fund Selectors Outlook, compiled from a recent survey of 436 fund selectors at leading wealth management, private bank, and insurance platforms around the world.

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.

4503585.2.1
NTX000634