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What you need to know about bond pricing

Learn the intricacies of bond pricing so you can strengthen your portfolio.

Thursday, May 6, 2021
Noon – 1:00 p.m. ET

Intermediate
Bonds

Bonds
Fixed Income

Bonds
Fixed Income

Bonds
Fixed Income

Bonds
Fixed Income

Bonds
Fixed Income

Bond prices and yields are set very differently from equities. Bonds are traded from one dealer to another in the over-the-counter (OTC) market, without going through a central marketplace or exchange. The sheer number of bonds across various bond types, such as Treasury bonds, municipal bonds, and corporate bonds, makes it important for investors to understand how liquidity and availability of live prices can vary. Join Vice President of Fixed Income Richard Carter and Director of Fixed Income Stephen Traugott as they lead a discussion on:

How Fidelity’s bond platform delivers competitive bond prices by aggregating thousands of live offerings from hundreds of different dealers
Fidelity’s Bid Wanted process, designed to increase liquidity by giving customers electronic access to live bid prices
Understanding bond trading costs and how they can impact yield

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Richard Carter

Vice President, Fixed Income
Fidelity Investments

Stephen Traugott

Director, Fixed Income
Fidelity Investments

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In general, the bond market is volatile, and fixed income securities carry interest rate risk. (As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities.) Fixed income securities also carry inflation risk, liquidity risk, call risk, and credit and default risks for both issuers and counterparties. Any fixed income security sold or redeemed prior to maturity may be subject to loss.

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Richard Carter

Richard Carter is vice president, Fixed Income Products and Services, in Fidelity’s Personal Investing division.

In his current role, Richard is responsible for leading the development of Fidelity’s fixed income securities offering for retail customers. His work focuses on enhancing Fidelity’s bond & CD offering on Fidelity.com and initiatives to improve the related customer sales and service experience.

Richard has worked at Fidelity for 21 years, both in Boston and now in our Smithfield, RI, office.

Before Fidelity, Richard worked at Bain & Company as a management consultant specializing in the financial services sector and, before that, for HSBC Capital Markets in New York.

Richard earned his MBA from the MIT Sloan School of Management and a BA in Economics & Economic History from the University of Durham in England.

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Stephen Traugott

Stephen Traugott is the Director of Fixed Income Brokerage Trading Supervision, responsible for oversight of all retail fixed income trading. Prior to his current role, Stephen worked as a High Net Worth Bond Desk Consultant representing the Atlantic and South regions, assisting clients with complex bond portfolios of over $3 million in bonds or CDs at Fidelity. He also spent time in Fidelity Capital Markets in a variety of different roles.

Before joining Fidelity in 2005, Stephen spent time as a corporate actions analyst and as a financial advisor. Stephen received his Bachelor’s Degree in Finance from Providence College in Rhode Island.

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