What’s in Focus for Fixed Income in 2025? – Natixis Investment Managers – 12.11.24

Summary:

On Demand Soon

Wondering what may lie ahead for active, flexible fixed income investments as 2025 approaches? Getting up to speed and preparing for meaningful client conversations is critical as 2024 winds down. Now’s your chance to hear more about key macro topics that may take center stage in the new year including tariffs, inflation, the credit cycle, duration and more. This one-hour, CE-accredited webinar gives you access to in-depth market insight and portfolio construction ideas from fixed income experts at Harris I Oakmark, Loomis, Sayles & Company and Natixis Investment Managers.

• Hear expert views on the likelihood of short- and intermediate-term inflation and volatility
• Get outlooks on the Fed’s rate-cutting cycle in 2025
• Learn how potential tariff increases may affect bonds
• Discover where active managers have adjusted duration positioning
• Identify where we are in the credit cycle and where value does or doesn’t exist
• Find out what non-corporate sectors are being emphasized in portfolios and what spread sectors are not

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 as portfolio 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