Beyond Core: Allocating Across Fixed Income for Better Balance in Uncertain Times – Natixis Investments Managers – 4.8.25

Summary:

Interest rate volatility, tight spreads, and geopolitical tensions pose big questions for bond investing today. Such uncertainty has financial advisors pondering if they are taking on too much risk for little return. In this webinar, veteran core plus fixed income managers from Loomis, Sayles & Co. and Harris | Oakmark, will share insights on macro and market dynamics, areas of attractive yield, and how they are balancing risk and opportunities in portfolios in 2025.

What you’ll learn:

• Why rate volatility may be here to stay, and how to navigate it
• Credit market dynamics and sectors to consider late cycle
• How active flexibility and the ability to reach beyond the core adds value
• Where excess return potential may be emanating from today, and areas to avoid
• Q&A session – it’s your opportunity to ask what’s on your mind

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Adam Abbas is a Vice President and Portfolio Manager with Harris Associates. In this role, he serves asportfolio manager for the Oakmark Bond Fund and Oakmark Equity and Income Fund. Mr. Abbas previously served as lead portfolio manager at KVK Credit Opportunity Fund LP, and as a portfolio manager at Driehaus Capital Management. He has more than 15 years of investment industry experience with prior roles at Neuberger Berman and Huron Consulting Group.

Mr. Abbas holds a BS from Northwestern University and an MBA from the University of Chicago.

Peter Palfrey is a portfolio manager for the fixed income group at Loomis, Sayles & Company. With over 35 years of investment industry experience, Peter co-manages the Loomis Sayles Core Plus strategy, which includes the Loomis Sayles Core Plus Bond Fund, and the Loomis Sayles active US Treasury strategies. Prior to joining Loomis Sayles in 2001, he worked for Back Bay Advisors as senior vice president and portfolio manager, and for MONY Capital Management as investment vice president and portfolio manager.

Peter earned a BA from Colgate University. He is a CFA^® charterholder

Jebb Tether is a Senior Vice President and Investment Strategist at Natixis Investment Managers. He is primarily focused on the equity strategies of our affiliate firm Harris Associates, the investment advisor to the Oakmark Funds. In his role, Jebb supports client service and business development efforts. He helps clients and prospects understand the investment process and positioning of the strategies and the role they can play in portfolio construction.

He joined the firm in 2007, in both analyst and product specialist roles. With over 20 years in the industry, his previous experience includes time with Income Research and Management, the Bank of Hawaii, and Eaton Vance.

He holds a BA from Connecticut College, and an MS in Investment Management from Boston University.