February 2024 Returns and Asset Performance
March 3, 2024
March 2024 Returns and Asset Performance
April 6, 2024
The Bond Market MasterClass was taught March 27, 2024 at the Magrath Library, UofM St. Paul campus.
The Bond Market MasterClass navigates the intricate world of fixed income markets. The bond market can be daunting since there are so many different kinds of fixed income securities. The course reviewed each type, the opportunities, and the potential hazards. The primary purpose of the course is to learn how to construct low-risk bond ladders for guaranteed income. At the same time, the course shows how to use yield curves to compare ladders for different fixed income securities, maturities, and credit ratings. The goal is to show how bond ladders serve as a flexible, low-cost alternatives to annuities. The course also provides insight, training, and experience that can be used immediately to better protect and grow your long-term savings.
Course highlights include:
- Overview of international fixed income markets and market sectors
- Comparison of primary and secondary market volumes over time
- Aligning the needs of issuers and investors
- Understanding credit ratings, credit spreads, and the opportunities in corporate bonds
- Understanding passive, active and hybrid investment strategies
- Comparing yield curves and yields-to-maturity for different fixed income securities
- Justification for fixed income ladders
- Structuring: Building ladders and ranking the structure alternatives
- Case study validations to neutralize price risk
- Understanding and assessing the residual risks
You can download the slides here. You can also learn more about bond ladders here.
Have questions or concerns about the performance of your portfolio? Could you benefit from a custom portfolio formulation that better reflects your goals and risk appetite? Whatever your needs are, we are here to listen and to help. To schedule a meeting with us, please contact us here.
