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Go from Zero-to-Hero with Fixed Income Knowledge

Let's demystify debt instruments and give you an understanding of how they work. All you have to do is choose a topic and select your presentation style. You can choose to check out all of the presentation styles to see which one works best for you.

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Application Concept:  Stripping a Coupon Bond

Application Concept: Stripping a Coupon Bond

Turning coupon bonds into tradable assets involves adjusting yields, creating smaller securities, and trading for diverse financial benefits.

Application Concept:  Forward Interest Rates

Application Concept: Forward Interest Rates

Explore forward rates derived from spot rates, a key tool for predicting future interest rate movements in financial markets.

Application Concept:  Term Structure

Application Concept: Term Structure

The yield curve guides investors in understanding how the value of investments changes over time with the term structure of interest rates.

Yields:  Conventional Yield Measures

Yields: Conventional Yield Measures

Explore key bond yield measures, such as Current Yield and Yield to Maturity, simplifying the complex landscape of bond investments .

Yields:  Internal Rate of Return (IRR)

Yields: Internal Rate of Return (IRR)

Simplify bond analysis by computing the yield, or internal rate of return (IRR), using a step-by-step guide for investors to evaluate investment profitability.

Bond Valuation:  Pricing Zero Coupon Bonds

Bond Valuation: Pricing Zero Coupon Bonds

Zero coupon bonds are priced by discounting the future cash flow using a required rate of return, aiding investors in decision-making.

Bond Valuation:  Pricing Coupon Bonds

Bond Valuation: Pricing Coupon Bonds

Coupon bonds are priced by calculating the present value of future cash flows, aiding investors in decision-making about bond investments.

Bond Valuation:  Coupon Pricing Adjustments

Bond Valuation: Coupon Pricing Adjustments

Maximize bond value through strategic coupon pricing adjustments—fueling investment portfolios that outperform.

Bond Valuation:  Pricing an Ordinary Annuity

Bond Valuation: Pricing an Ordinary Annuity

Assessing current worth in finance, retirement, loans, and investments, the present value of an ordinary annuity guides crucial financial decisions.

Bond Valuation:  Floating Rate Securities

Bond Valuation: Floating Rate Securities

Explore bond pricing dynamics with Floating Rate Securities tied to benchmarks and Inverse Floaters inversely linked, guiding strategic investments.

Bond Valuation:  Future Value of Ordinary Annuity

Bond Valuation: Future Value of Ordinary Annuity

Uncover the potential of ordinary annuities with precise future value calculations, guiding strategic financial decisions and retirement planning.

Bond Valuation:  Pricing a Perpetuity Bond

Bond Valuation: Pricing a Perpetuity Bond

Determine the value of perpetuity bonds, assessing their appeal for investors in debt markets.

Bond Valuation:  Price and Yield Relationship

Bond Valuation: Price and Yield Relationship

Dive into the dynamic bond market where prices and yields dance, guided by coupon rates and market intricacies, providing insights for investors.

Fixed Income Types:  Asset-Backed Securities

Fixed Income Types: Asset-Backed Securities

Explore the fundamentals of Asset-Backed Securities (ABS), uncovering their structure, risks, and valuation for informed financial decisions.

Fixed Income Types:  Collateralized Mortgages

Fixed Income Types: Collateralized Mortgages

The basics of Collateralized Mortgage Obligations (CMOs) without the jargon. Delve into mortgage-backed securities, tranches, and unique features effortlessly.

Fixed Income Types:  U.S. Treasury Auctions

Fixed Income Types: U.S. Treasury Auctions

Explore the mechanics of U.S. Treasury Auctions, from competitive bidding to yield quoting, essential for navigating the debt market successfully.

Commercial Mortgage-Backed Securities (MBS)

Commercial Mortgage-Backed Securities (MBS)

Discover how investors can get involved in commercial property loans with Collateralized Mortgage Backed Securities (CMBS).

Fixed Income Types:  Commercial Paper

Fixed Income Types: Commercial Paper

Large companies use Commercial Paper to finance their businesses in an expedited fashion, let's find out how.

Fixed Income Types:  Corporate Bond Issuances

Fixed Income Types: Corporate Bond Issuances

Corporate bonds are debt instruments issued by corporations to raise capital from investors, how can you profit?

Federal Bonds:  Government-Sponsored Enterprises

Federal Bonds: Government-Sponsored Enterprises

Gain insights into federal bond dynamics, from Treasury instruments to agency bonds, and understand the role of GSEs in various economic sectors.

Fixed Income Types:  International Bonds

Fixed Income Types: International Bonds

International bonds provide issuers with access to global capital markets and investors with opportunities for diversification and yield enhancement.

Fixed Income Types:  Municipal Bonds

Fixed Income Types: Municipal Bonds

Municipal bonds provide tax-exempt income, supporting public projects—understand types, risks, and market dynamics.

Fixed Income Volatility:  Macaulay Duration

Fixed Income Volatility: Macaulay Duration

The Macaulay Duration estimates when you'll recoup your investment in bonds taking into account interest payments and shifting rates.

Fixed Income Volatility:  Modified Duration

Fixed Income Volatility: Modified Duration

How can Modified duration help you figure out how sensitive a bond is to changes in interest rates?

Fixed Income Volatility:  Convexity

Fixed Income Volatility: Convexity

Convexity helps us see a fuller picture when it comes to gauging the sensitivity of a bond price to interest rate changes.