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Investors have to be aware of where we are in the Credit Cycle and pay attention to factors that might influence progress through the cycle. In our view, no individual variable is likely to single-handedly shift the cycle, but it may ignite a chain of developments that ultimately rotates us to the next stage. There is no shortage of factors at play: politics, monetary and fiscal policy, inflation, consumer and corporate health, de-globalization, shrinking liquidity and more.

Brian Kennedy, Portfolio Manager on multiple Loomis Sayles Fixed Income Strategies, will provide an in-depth look at the multiple macro factors influencing where we are in the Credit Cycle, what we are watching, where the risks and opportunities lie and our thoughts on strategies for flexible fixed income investing in this environment.

Brian Kennedy is a vice president of Loomis, Sayles & Company and co-portfolio manager of the firm’s multisector institutional strategies. 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.