
Global Fixed Income
Security Selection Driven by World-class Research
Everything begins with deep, proprietary fundamental research. We leverage Loomis Sayles’ well-known credit, securitized, macro, sovereign, and quantitative research resources to better understand market opportunities and risks.
Diversified & Disciplined
To seek to outperform global fixed income benchmarks, we leverage our experience and investment skill to help drive appropriate risk-adjusted positioning in credit, currencies, and yield curves across a broad variety of sectors and countries.
Opportunistic
We are patient, disciplined investors who are committed to finding value when markets present it. Drawing upon decades of experience, we are comfortable flexing our risk exposure seeking to outperform when markets offer potential value while minimizing risk to portfolios during periods of volatility.
Driven by Fundamental Research
We believe fundamental research is a key to unlocking value. But it is just the beginning. Valuation and technical considerations are critical to the overall assessment of any opportunity in our view.
Therefore we leverage our strengths in Loomis Sayles’ extensive, leading research and sector team expertise to identify compelling ideas.
Carry Advantage
We believe relative outperformance can be harvested via a variety of investment strategies that build in yield potential over the benchmark.
Therefore we seek a diversified carry advantage in a variety of spread, treasury and currency markets supported by research depth and breadth.
Opportunistic
We believe in dynamically flexing active risks – proactively and defensively – when appropriate, to help capture available risk premiums across global fixed income markets.
Therefore we seek to minimize a portfolio's outsized drawdown risk of any single investment strategy, while positioning for potential outperformance during volatile markets.
Global Fixed Income Team
Global Bond Portfolio Established
Assets Under Management
As of 12/31/2022
Institutional Accounts & Commingled Vehicles
as of 12/31/2022
Our Approach to ESG & Corporate Issuers
Even before the term ESG became popular, the Loomis Sayles Global Fixed Income Team took the issue seriously.
As long-term fundamental investors and fiduciaries, it’s our responsibility to explore all factors that can influence a company’s performance over time. To the extent environmental, social and governance policies are material, we have always weighed their impact in analyzing the value of a business. That has not changed. But two things have changed...


Monthly Market Outlook- April
With the banking scare subdued, Q1 earnings season behind us, and a possible June “X-date” on the horizon; 2023 has been everything but quiet. Throughout all of the commotion, we believe there are pockets of opportunities.

If the Dollar Weakens, You May Want to Own a Global Bond Strategy

Global Bond Team Medium-term Views & Outlook
Get in touch.

Meet the Team
Collegial Culture. Methodical Approach.

David Rolley, CFA
Co-Head, Portfolio Manager

David Rolley, CFA
Co-Head, Portfolio Manager

Lynda Schweitzer, CFA
Co-Head, Portfolio Manager

Lynda Schweitzer, CFA
Co-Head, Portfolio Manager

Scott Service, CFA
Co-Head, Portfolio Manager

Scott Service, CFA
Co-Head, Portfolio Manager

Hank Lynch, CFA
Global Strategist

Hank Lynch, CFA
Global Strategist

Heather Ridill, CFA
Global Credit Portfolio Manager

Heather Ridill, CFA
Global Credit Portfolio Manager

Ryan MacKay
Global Credit Strategist

Ryan MacKay
Global Credit Strategist

Raffaello Distefano, CFA
Investment Director

Raffaello Distefano, CFA
Investment Director

Kevin Creeden, CFA
Investment Director

Kevin Creeden, CFA
Investment Director

Karl Davis
Senior Risk Analyst

Karl Davis
Senior Risk Analyst

Gary Mahler
Senior Investment Analyst

Gary Mahler
Senior Investment Analyst

Matthew Murray
Investment Analyst


Nadia Son
Investment Associate

Nadia Son
Investment Associate
Our strengths are rooted in decades of honing our research and investment processes to consistently navigate ever-changing global markets. We believe our disciplined and repeatable approach can lead to rational risk budgeting and investment decisions with the goal of generating attractive risk-adjusted return potential for our investors.
Global Aggregate Bond in USD (High Yield Eligible)
The Global Aggregate Bond in USD (High Yield Eligible) strategy seeks to outperform the Bloomberg Global Aggregate Index
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Benchmark: Bloomberg Global Aggregate Index
Global Credit/Corporate GBP Hedged
The Global Credit/Corporate GBP Hedged strategy seeks to outperform the Bloomberg Global Aggregate Credit Hedged to GBP Index
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Benchmark: Bloomberg Global Aggregate Credit Index
Global Credit/Corporate in
USD
The Global Credit/Corporate in USD strategy seeks to outperform the Bloomberg Global Aggregate Credit Index
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Benchmark: Bloomberg Global Aggregate Credit Index
Global Debt Unconstrained in USD
The Global Debt Unconstrained in USD Strategy seeks to identify undervalued securities and create diversified portfolios with high conviction global fixed income insights and favorable risk return parameters
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Benchmark: Bloomberg Global Aggregate Index
Global World Bond in USD (High Yield Eligible)
The Global World Bond in USD (High Yield Eligible) strategy seeks to outperform the FTSE World Government Bond Index
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Benchmark: FTSE World Government Bond Index
Disclosure
This marketing communication is provided for informational purposes only and should not be construed as investment advice. Investment decisions should consider the individual circumstances of the particular investor. Any opinions or forecasts contained herein, reflect the subjective judgments and assumptions of the authors only, and do not necessarily reflect the views of Loomis, Sayles & Company, L.P. Investment recommendations may be inconsistent with these opinions. There is no assurance that developments will transpire as forecasted and actual results will be different. Information, including that obtained from outside sources, is believed to be correct, but we cannot guarantee its accuracy. This information is subject to change at any time without notice.
Indices are unmanaged and do not incur fees. It is not possible to invest directly in an index.
Commodity, interest and derivative trading involves substantial risk of loss. This is not an offer of, or a solicitation of an offer for, any investment strategy or product. Any investment that has the possibility for profits also has the possibility of losses.
Diversification does not ensure a profit or guarantee against a loss.
Any investment that has the possibility for profits also has the possibility of losses, including the loss of principal.
There is no guarantee that the investment objective will be realized or that the strategy will generate positive or excess return.
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