What’s ahead for credit dynamics and fixed income? – Natixis Investment Managers – 11.5.25

Summary:

What does slower US growth, yet strong earnings estimates mean for bond investors? Could a pickup in global growth and a weaker US dollar support global credit? With a Fed rate cutting cycle underway, are there duration opportunities? Get your toughest fixed income questions answered by a multi-sector fixed income manager from Loomis, Sayles & Company. and fixed income specialist from Natixis Investment Managers at this webinar. They will discuss macro and market dynamics, areas of attractive yield, and how to ready fixed income portfolios for risks and opportunities in 2026.

What you’ll learn

• Health of credit markets and areas of opportunity
• Fed rate outlook: labor, tariffs, Trump, and cuts
• Curve steepening signals and duration plays
• Ways deglobalization, decarbonization, demographics, and deficits are shaping markets
• Advantages of active, flexible fixed income in shifting markets

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Brian Kennedy is a portfolio manager on the Full Discretion Team at Loomis, Sayles & Company. Brian started his investment industry career in 1990 as a senior fund accountant at the Boston Company. He joined Loomis Sayles in 1994 as a securitized and government bond trader. He transitioned to the high yield trading desk in 2001, where he initiated Loomis Sayles’ trading of bank loans, while also trading high yield convertibles, derivatives and equities. Brian first joined the full discretion investment team as product manager in 2009. In 2013 he was promoted to co-portfolio manager of the investment grade bond products, and in 2016 he was promoted again to co-portfolio manager of the multisector suite of products.

Brian earned a BS from Providence College and an MBA from Babson College.

Erica Casale is the Investment Strategist for fixed income and small cap equity strategies at Natixis Investment Managers. She collaborates with the investment teams at Loomis, Sayles & Company to support client service and business development initiatives. Erica’s responsibilities include helping clients and prospects understand the investment process and positioning of the strategies and the role they can play in portfolio construction. Erica joined Natixis in 2017 as Director of Platform Development and was responsible for marketing and servicing mutual funds, SMA’s, ETFs, and private placements for institutional, bank trust, and broker dealer clients. She also spent time developing Natixis’s fiduciary and institutional channels and provided investment solutions to RIA’s and institutional investors in the Eastern US territory.

Erica holds a BS in finance and marketing from Boston College. She is FINRA Series 7, 6, 31, and 63 licensed.