Bonds & Fixed Income Education

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  1. 2017, The Acid Test for Active Bond Investing

    We examine why 2017 provides a seemingly unlikely source of evidence for the effectiveness of an active approach to fixed ...
  2. Capitalization Rate

    The capitalization rate is the rate of return on a real estate investment property based on the income that the property ...
  3. Chart of the Week: What the Flattening U.S. Yield Curve Means

    The U.S. Treasury yield curve has been flattening for most of this year. We explain what this is (and isn’t) telling us. ...
  4. Swap Curve

    A swap curve identifies the relationship between swap rates at varying maturities.
  5. Index-Linked Bond

    An index-linked bond is a bond in which payment of income on the principal is related to a specific price index, usually ...
  6. Barbell

    Barbell is an investment strategy applicable primarily to a fixed-income portfolio, in which half the portfolio is made up ...
  7. Average Price

    The average price is sometimes used in determining a bond's yield to maturity where the average price replaces the purchase ...
  8. Why Your Bond Fund and Its Index May Not Be a Good Fit

    Most actively managed core bond funds are measured against the Aggregate Index, even though their holdings often sit outside ...
  9. A Rather Unsurprising 2017 Bond Market

    Here's the moment of truth for our predictions—higher interest rates, more inflation—for the 2017 bond market.
  10. Debt Restructuring

    Debt restructuring is a method used by companies with outstanding debt obligations to alter the terms of the debt agreements ...
  11. Fixed Income Clearing Corporation (FICC)

    The Fixed Income Clearing Corporation (FICC) is an agency that deals with the confirmation, settlement and delivery of fixed-income ...
  12. Bond Futures

    Bond futures are financial derivatives which obligate the contract holder to purchase or sell a bond on a specified date ...
  13. Tap Issue

    A tap issue is a procedure that allows borrowers to sell bonds or other short-term debt instruments from past issues.
  14. Curve Steepener Trade

    Curve steepener trade is a strategy that uses derivatives to benefit from escalating yield differences that occur as a result ...
  15. U.S. Savings Bonds

    A U.S. savings bond is a government bond that offers a fixed rate of interest over a fixed period of time.
  16. Treasury Yield

    Treasury yield is the return on investment, expressed as a percentage, on the U.S. government's debt obligations.
  17. Bond Valuation

    Bond valuation is a technique for determining the theoretical fair value of a particular bond.
  18. Discount Bond

    A discount bond is a bond that is issued for less than its par value, or a bond currently trading for less than its par value ...
  19. Term Deposit

    A term deposit is a deposit held at a financial institution that has a fixed term, and guarantees a return of principal.
  20. Credit Rating

    A credit rating is an assessment of the creditworthiness of a borrower in general terms or with respect to a particular debt ...
  21. Callable Bond

    A callable bond is a bond that can be redeemed by the issuer prior to its maturity.
  22. Note

    A note is a financial security that generally has a longer term than a bill but a shorter term than a bond.
  23. Beware of Turning Stocks into Bonds

    Income seekers have turned to credit, as well as to equity strategies with similar risks. We discuss the potential consequences. ...
  24. Yield To Maturity (YTM)

    Yield to maturity (YTM) is the total return expected on a bond if the bond is held until maturity.
  25. Bond

    A bond is a fixed income investment in which an investor loans money to an entity (corporate or governmental) that borrows ...
  26. Fixed-Income Security

    A fixed income security is an investment that provides a return in the form of fixed periodic payments and the eventual return ...
  27. Debt Financing

    Debt financing occurs when a firm raises money for working capital or capital expenditures by selling debt instruments to ...
  28. Fixed Income

    Fixed income is a type of investment in which real return rates or periodic income is received at regular intervals at reasonably ...
  29. Basis Point (BPS)

    Basis point (BPS) refers to a common unit of measure for interest rates and other percentages in finance.
  30. Par Value

    Par value is the face value of a bond, or for a share, the stock value stated in the corporate charter. It is important for ...
  31. Rethinking Risk, Rethinking Returns: 4 Investment Ideas

    In his inaugural blog post, Chris Dhanraj discusses four investment ideas to consider in the current market environment. ...
  32. Zero-Coupon Bond

    A zero-coupon bond is a debt security that doesn't pay interest but is traded at a deep discount, rendering profit at maturity ...
  33. Time to Trim, But Not Abandon Gold

    Gold has performed surprisingly well this year. We discuss why that might not be the case going forward, and it may be time ...
  34. Advanced Bond Concepts

    Learn the complex concepts and calculations for trading bonds including bond pricing, yield, term structure of interest rates ...
  35. Toxic Debt

    Toxic Debt is debt that has a lower chance of being repaid with interest.
  36. Lewis Ranieri

    Lewis Ranieri is a former bond trader and former vice chairman of Salomon Brothers who is credited with introducing securitization ...
  37. High-Yield Bond Spread

    A high yield bond spread is the percentage difference in current yields of various classes of high-yield bonds compared against ...
  38. Put Your Cash to Work

    There are good and bad reasons to hold cash in your portfolio, but it’s important to remember cash is not risk-free.
  39. Top 3 Investment-Grade Corporate Bond ETFs

    If you're seeking a hedge against a volatile stock market, these bond ETFs are worth a look.
  40. Low-Risk Investment Alternatives With Higher Returns

    With low interest rates hurting CD returns, you might want to consider these low-risk investments.
  41. Interest rates: Not going Back to “Normal” Anytime Soon

    Interest rates are set to move higher, but as Russ explains, we are still a long ways away from the long-term average of ...
  42. Wrestling with the Weighty Question of ETF Growth

    ETFs attracted more assets in the first nine months of this year than in all of 2016, and then some. Are they getting too ...
  43. Capital Funding

    Capital funding is the money that lenders and equity holders provide to a business.
  44. Bid Bond

    A bid bond is a debt secured by a bidder for a construction job, or similar type of bid-based selection process, for the ...
  45. How Quantitative Easing Affects the Labor Market

    The Federal Reserve's unprecedented quantitative easing (QE) program impacted many areas, including the labor market, but ...
  46. Why Some Bond Investors Should Cheer Rising Interest Rates

    Many bond investors worry about rising interest rates, but perhaps not everyone should. We explain why your investment time ...
  47. When it Comes to Bond Indexing, Debt Size ≠ Risk

    Larger companies may carry bigger debt loads, but it doesn’t always follow that they’re riskier.
  48. How to Calculate Required Rate of Return

    The required rate of return is used by investors and corporations to evaluate investments. Find out how to calculate it. ...
  49. 6 Investing Ideas to Consider Now

    It’s not too late to prepare portfolios for the remainder of 2017. Richard shares some investing ideas to consider now.
  50. Why Asset Allocation Is Important

    Proper asset allocation results in diversification which increases potential gains and reduces risk.
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