Bond investing beyond yield: A deeper dive

The first half of 2022 has been a challenging time for many bond investors as inflation accelerated more than expected and the Federal Reserve raised their Federal Funds rate in reaction.  While some investors may be pleased to see that higher yields available vs a year ago, other may be concerned about the potential risks.

Gain a more sophisticated understanding of the bond landscape during this recorded webinar where Fidelity’s Danielle Fox and Richard Carter discuss:

  • Current key economic and credit market trends
  • A deeper dive into bond search and research – with a focus on Corporate and Municipal bonds
  • How different bond investing strategies can be used to build a bond portfolio

Bond yields are on the move. Discover in this recorded webinar - what you need to know before choosing a bond investing strategy.

Download transcript (PDF) | Download slides (PDF)

Past performance is no guarantee of future results.

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. Unlike individual bonds, most bond funds do not have a maturity date, so holding them until maturity to avoid losses caused by price volatility is not possible.

The tax information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice. Fidelity does not provide legal or tax advice. Fidelity cannot guarantee that such information is accurate, complete, or timely. Laws of a particular state or laws that may be applicable to a particular situation may have an impact on the applicability, accuracy, or completeness of such information. Always consult an attorney or tax professional regarding your specific legal or tax situation.

References to specific securities are for illustrative purposes only and should not be construed as recommendations or investment advice.

Views expressed are as of the date indicated, based on the information available at that time, and may change based on market or other conditions. Unless otherwise noted, the opinions provided are those of the speaker or author and not necessarily those of Fidelity Investments or its affiliates. Fidelity does not assume any duty to update any of the information.

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