Fixed Income

Loomis Sayles has long been recognized as a global leader in fixed income management. Drawing on the expertise of 10 specialized Alpha Engines, Loomis Sayles delivers range of strategies and solutions. Each team leverages the firm’s best-in-class research capabilities to move decisively when market opportunities emerge.

$311.4B

Fixed Income Assets Under Management

10

Fixed Income Alpha Engines

Our Fixed Income Alpha Engines

$135.4B TOTAL AUM as of (09/30/2025)

Relative Return

A comprehensive fixed income platform powered by seasoned investors and focused, benchmark aware investment strategies….

View The Relative Return Team

$83.9B TOTAL AUM as of (09/30/2025)

Full Discretion

High-conviction, active credit investors focused on results….

View The Full Discretion Team

$31.3B TOTAL AUM as of (09/30/2025)

Global Fixed Income

Offering consistent and competitive risk-adjusted returns to our clients for decades….

View The Global Fixed Income Team

$26.6B TOTAL AUM as of (09/30/2025)

Disciplined Alpha

Using rigorous research and consistent systematic risk management to identify relative value opportunities across bonds and sectors to drive alpha….

View The Disciplined Alpha Team

$19.1B* TOTAL AUM as of (09/30/2025)

Mortgage and Structured Finance

Diversified alpha through global asset-based investing….

View The Mortgage and Structured Finance Team

$9.0B* TOTAL AUM as of (09/30/2025)

Alpha Strategies

A multi-asset investment platform built on the integration of fundamental insight and quantitative innovation….

View The Alpha Strategies Team

$6.6B TOTAL AUM as of (09/30/2025)

Municipal Bond

Seeking attractive relative value within the investment grade municipal bond universe through a disciplined, research driven and risk-managed approach….

View The Municipal Bond Team

$4.0B TOTAL AUM as of (09/30/2025)

Emerging Markets Debt

Focused on issuer selection as the key to unlocking alpha across sovereign, corporate and local currency markets…

View The Emerging Markets Debt Team

$4.0B TOTAL AUM as of (09/30/2025)

Euro Credit

Our active, conservative alpha investment process aims to capitalize on inefficiencies in the euro-denominated credit market….

View The Euro Credit Team

$460M TOTAL AUM as of (09/30/2025)

Private Credit

Investment grade private credit solutions for global institutional investors….

View The Private Credit Team

As of 9/30/2025

Strategy Name	Type	AUM	Inception Date
3-15 Year National Municipal Bond	Fixed	$4 billion	9/1/1991
Asia Bond Plus Unhedged in USD	Fixed	$3 billion	12/1/2018
Core Disciplined Alpha	Fixed	$16.5 billion	7/28/2010
Core Fixed Income	Fixed	$27.6 billion	1/1/1984
Core Municipal Bond	Fixed	$4 billion	9/1/1991
Core Plus Fixed Income	Fixed	$40.6 billion	1/1/1986
Core Plus Full Discretion	Fixed	$42.3 billion	1/1/1989
Core Securitized	Fixed	$1.9 billion	3/2/2006
Core Stable Value Fixed Income	–	$16.9 billion	3/1/2016
Corporate Disciplined Alpha	Fixed	$2.7 billion	5/31/2013
Credit Asset	Fixed	$4.4 billion	3/16/2009
Emerging Markets Corporate Debt	Fixed	$3 billion	5/10/2006
Emerging Markets Corporate Debt – Investment Grade Plus	Fixed	$3 billion	5/22/2015
Emerging Markets Debt Blended Total Return	Fixed	$156.3 million	3/1/2017
Emerging Markets Short Duration Credit	Fixed	$3 billion	3/31/2014
Euro ABS Investment Grade	–
Euro ABS Opportunities	–
Euro High Yield Credit	Fixed	$416.9 million	2/5/2021
Euro Investment Grade Credit	Fixed	$1.3 billion	1/29/2021
Global Aggregate Bond in USD (High Yield Eligible)	Fixed	$16.1 billion	12/31/1986
Global Credit/Corporate in USD	Fixed	$20.8 billion	1/31/2009
Global Debt Unconstrained in USD	Fixed	$16.1 billion	7/1/1996
Global High Yield Full Discretion – Hedged to USD	Fixed	$217.2 million	10/1/2012
Global World Bond in USD (High Yield Eligible)	Fixed	$16.1 billion	12/31/1986
High Yield Conservative	Fixed	$2.3 billion	1/1/1989
High Yield Full Discretion	Fixed	$2.1 billion	1/1/1989
Intermediate Credit Disciplined Alpha	Fixed	$594.8 million	10/1/2022
Intermediate Duration Fixed Income	Fixed	$16.7 billion	1/1/1989
Intermediate Duration Stable Value Fixed Income	–	$6.2 billion	8/1/2011
Intermediate Municipal Bond	Fixed	$1.8 billion	5/1/1994
Investment Grade CLO	–	$432.6 million	5/1/2022
Investment Grade Corporate/Credit Bond	Fixed	$32.9 billion	10/1/2003
Investment Grade Intermediate Corporate Bond	Fixed	$32.9 billion	10/1/1996
Investment Grade Securitized Credit	Fixed	$2.1 billion	5/1/2009
Long Corporate Disciplined Alpha	Fixed	$3.1 billion	6/30/2013
Long Credit Disciplined Alpha	Fixed	$2.4 billion	5/15/2017
Long Duration Corporate Bond	Fixed	$7 billion	4/1/2009
Long Duration Credit	Fixed	$7 billion	4/1/2013
Long Duration Government/Credit	Fixed	$3.4 billion	3/1/2006
Multisector Credit	Fixed	$223.9 million	1/1/2010
Multisector Full Discretion	Fixed	$26.3 billion	1/1/1989
Opportunistic Securitized Credit	Fixed	$89.1 million	12/15/2011
Pure Agency MBS	Fixed	$12.4 billion	11/12/2012
Senior Floating Rate and Fixed Income	Fixed	$1.6 billion	11/1/2011
Senior Loan	Fixed	$1.6 billion	9/1/2004
Short Duration (3 Year) Municipal Bond	Fixed	$358.8 million	4/1/1993
Short Duration Fixed Income	Fixed	$6.2 billion	8/1/2007
Short Duration Stable Value Fixed Income	–	$4.8 billion	6/1/2018
Strategic Alpha	Fixed	$5.7 billion	5/1/2011
Sustainable Euro Investment Grade Credit	Fixed	$2.2 billion	5/18/2021
Systematic US High Yield	Fixed	$242.2 million	3/31/2021
Tactical Credit Asset Opportunities	Fixed	$161 million	6/30/2020
US High Yield	Fixed	$2.3 billion	10/1/2009
World Credit Asset	Fixed	$3.7 billion	8/1/2013

Product Name	Asset Class	Documents
3-15 Year National Municipal Bond	Fixed
Document 3-15 Year National Municipal Bond Fact Sheet
Asia Bond Plus Unhedged in USD	Fixed
Document Asia Bond Plus Unhedged in USD Fact Sheet
Core Disciplined Alpha	Fixed
Document Core Disciplined Alpha Fact Sheet
Core Fixed Income	Fixed
Document Core Fixed Income Composite Fact Sheet
Core Municipal Bond	Fixed
Document Core Municipal Bond Fact Sheet
Core Plus Fixed Income	Fixed
Document Core Plus Fixed Income Composite Fact Sheet
Core Plus Full Discretion	Fixed
Document Core Plus Full Discretion Composite Fact Sheet
Core Securitized	Fixed
Document Core Securitized Composite Fact Sheet
Core Stable Value Fixed Income	–
Document Core Fixed Income Stable Value Fact Sheet
Corporate Disciplined Alpha	Fixed
Document Corporate Disciplined Alpha Composite Fact Sheet
Credit Asset	Fixed
Document Credit Asset Composite Fact Sheet
Emerging Markets Corporate Debt	Fixed
Document Emerging Markets Corporate Debt Composite Fact Sheet
Emerging Markets Corporate Debt – Investment Grade Plus	Fixed
Document EMCD IG Composite Fact Sheet
Emerging Markets Debt Blended Total Return	Fixed
Emerging Markets Short Duration Credit	Fixed
Document Emerging Markets Short Duration Credit Factsheet
Euro ABS Investment Grade	–
Document Euro ABS Investment Grade Fact Sheet
Euro ABS Opportunities	–
Document Euro ABS Opportunities Fact Sheet
Euro High Yield Credit	Fixed
Document Euro High Yield Credit Fact Sheet
Euro Investment Grade Credit	Fixed
Document Euro Investment Grade Credit Fact Sheet
Global Aggregate Bond in USD (High Yield Eligible)	Fixed
Document Global Aggregate Bond in USD (High Yield Eligible) Composite Fact Sheet
Global Credit/Corporate in USD	Fixed
Document Global Aggregate Bond Composite Fact Sheet
Global Debt Unconstrained in USD	Fixed
Document Global Debt Unconstrained Composite Fact Sheet
Global High Yield Full Discretion – Hedged to USD	Fixed
Document Global High Yield Full Discretion USD Hedged FactSheet
Global World Bond in USD (High Yield Eligible)	Fixed
Document Global World Bond Composite Fact Sheet
High Yield Conservative	Fixed
Document High Yield Conservative Composite Fact Sheet
High Yield Full Discretion	Fixed
Document High Yield Full Discretion Composite Fact Sheet
Intermediate Credit Disciplined Alpha	Fixed
Document Intermediate Credit Disciplined Alpha Fact Sheet
Intermediate Duration Fixed Income	Fixed
Document Intermediate Duration Fixed Income Composite Fact Sheet
Intermediate Duration Stable Value Fixed Income	–
Document Intermediate Duration Fixed Income Stable Value Fact Sheet
Intermediate Municipal Bond	Fixed
Document Intermediate Municipal Bond Fact Sheet
Investment Grade CLO	–
Document Investment Grade CLO Fact Sheet
Investment Grade Corporate/Credit Bond	Fixed
Document Investment Grade Corporate Bond Composite Fact Sheet
Investment Grade Intermediate Corporate Bond	Fixed
Document Investment Grade Intermediate Corporate Bond Composite Fact Sheet
Investment Grade Securitized Credit	Fixed
Document Investment Grade Securitized Credit Composite Fact Sheet
Long Corporate Disciplined Alpha	Fixed
Document Long Corporate Disciplined Alpha Composite Fact Sheet
Long Credit Disciplined Alpha	Fixed
Document Long Credit Disciplined Alpha Composite Fact Sheet
Long Duration Corporate Bond	Fixed
Document Long Duration Corporate Bond Composite Fact Sheet
Long Duration Credit	Fixed
Document Long Duration Credit Bond Composite Fact Sheet
Long Duration Government/Credit	Fixed
Document Long Duration Government Credit Composite Fact Sheet
Multisector Credit	Fixed
Document Multisector Credit Composite Fact sheet
Multisector Full Discretion	Fixed
Document Multisector Full Discretion Composite Fact Sheet
Opportunistic Securitized Credit	Fixed
Document Opportunistic Securitized Credit Composite Fact Sheet
Pure Agency MBS	Fixed
Document Pure Agency MBS Composite Fact Sheet
Senior Floating Rate and Fixed Income	Fixed
Documents Senior F Rand FI Composite Fact Sheet “Covenant-Lite” Loans: Credit Quality Is Still the Dominant Factor
Senior Loan	Fixed
Documents “Covenant-Lite” Loans: Credit Quality Is Still the Dominant Factor Senior Loan Composite Fact Sheet
Short Duration (3 Year) Municipal Bond	Fixed
Document Short Duration Municipal Bond Fact Sheet
Short Duration Fixed Income	Fixed
Documents Short Duration Credit Solutions Short Duration Fixed Income Composite Fact Sheet
Short Duration Stable Value Fixed Income	–
Document Short Duration Fixed Income Stable Value Fact Sheet
Strategic Alpha	Fixed
Document Strategic Alpha Composite Fact Sheet
Sustainable Euro Investment Grade Credit	Fixed
Document Sustainable EuroInvestment Grade Credit Fact Sheet
Systematic US High Yield	Fixed
Document Systematic US High Yield Composite Fact Sheet
Tactical Credit Asset Opportunities	Fixed
Document Tactical Credit Asset Opportunities Composite Fact Sheet
US High Yield	Fixed
Document US High Yield Composite Fact Sheet
World Credit Asset	Fixed
Document World Credit Asset Composite Fact Sheet

*Includes assets that may also be counted as part of other investment platforms

Important Disclosure

Investing involves risk, including possible loss of principal. Fixed-income securities may be susceptible to general movements in the bond market and are subject to credit and interest rate risks. Credit risk arises from an issuer’s ability to make interest and principal payments when due, as well as the prices of bonds declining when an issuer’s credit quality is expected to deteriorate. Interest rate risk occurs when interest rates rise causing bond prices to fall. The issuer of a debt security may be able to repay principal prior to the security’s maturity, known as prepayment (call) risk, because of an improvement in its credit quality or falling interest rates. In this event, this principal may have to be reinvested in securities with lower interest rates than the original securities, reducing the potential for income.

Investment vehicles may not be available to all investors and are subject to eligibility.

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. Data and analysis does not represent the actual, or expected future performance of any investment product. 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.

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