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Loomis, Sayles & Company

Global Fixed Income

For decades, our goal has been to deliver consistent and competitive risk-adjusted returns to our clients.

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.

Why Loomis Sayles Global Fixed Income?

Click through to explore our investment process and philosophy. 

 

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

BY THE NUMBERS

1986

Global Bond Portfolio Established

$26.1B

Assets Under Management

As of 12/31/2022

90+

Institutional Accounts & Commingled Vehicles

as of 12/31/2022

SUSTAINABLE INVESTING

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...

 

global esg approach
compass
APRIL 2023

Monthly Market Outlook

The Loomis Sayles Global Fixed Income Team publishes a monthly market outlook & strategy to provide fresh perspectives on the market's movements.

Explore the outlooks:

Team Insights

Below are the recent market outlook and insights published by the members of the team.

 

Market Outlook

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.

Dollar Weakens

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

Unlike the past five years, we believe the next five years may see unhedged global benchmarks and active global managers dominate the returns of either dollar-hedged or purely domestic fixed income return indices. 
Medium Term VIews

Global Bond Team Medium-term Views & Outlook

Over the next 12-18 months-is inflation likely to persist? Will the Fed Continue to tighten? Is a recession inevitable? See what our Global Bond team thinks.
Want to learn more about Global Fixed Income?

Get in touch.

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Meet the Team

Collegial Culture. Methodical Approach.
 

 

Meet the Team

Collegial Culture. Methodical Approach.
 
DavidRolley-2

David Rolley, CFA

Co-Head, Portfolio Manager

LyndaSchweitzer-1

Lynda Schweitzer, CFA

Co-Head, Portfolio Manager

ScottService-2

Scott Service, CFA

Co-Head, Portfolio Manager

HankLynch

Hank Lynch, CFA

Global Strategist

HeatherRidill

Heather Ridill, CFA

Global Credit Portfolio Manager

RyanMacKay

Ryan MacKay

Global Credit Strategist

RaffaelloDistefano-1

Raffaello Distefano, CFA

Investment Director

KevinCreeden

Kevin Creeden, CFA

Investment Director

KarlDavis

Karl Davis

Senior Risk Analyst

GaryMahler

Gary Mahler

Senior Investment Analyst

MattMurray

Matthew Murray

Investment Analyst

NadiaSon

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.

Our Strategies

Global Aggregate Bond in USD (High Yield Eligible)

Inception 12/31/1986
 

The Global Aggregate Bond in USD (High Yield Eligible) strategy seeks to outperform the Bloomberg Global Aggregate Index

  • Benchmark: Bloomberg Global Aggregate Index

Global Credit/Corporate GBP Hedged

Inception 2/1/2007
 

The Global Credit/Corporate GBP Hedged strategy seeks to outperform the Bloomberg Global Aggregate Credit Hedged to GBP Index

  • Benchmark: Bloomberg Global Aggregate Credit Index

Global Credit/Corporate in
USD

Inception 1/31/2009
 

The Global Credit/Corporate in USD strategy seeks to outperform the Bloomberg Global Aggregate Credit Index

  • Benchmark: Bloomberg Global Aggregate Credit Index

Global Debt Unconstrained in USD

Inception 7/1/1996
 

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

  • Benchmark: Bloomberg Global Aggregate Index

Global World Bond in USD (High Yield Eligible)

Inception 12/31/1986
 

The Global World Bond in USD (High Yield Eligible) strategy seeks to outperform the FTSE World Government Bond Index

  • Benchmark: FTSE World Government Bond Index
Recent Blog Posts

LandScape

 

 

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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