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Corporate bond investing in unprecedented times

Learn how to approach the post-Covid-19 corporate bond market with BondSavvy’s founder.

Bonds
Fixed Income

Bonds
Fixed Income

Bonds
Fixed Income

Bonds
Fixed Income

Covid-19 has forced companies to cut dividends and suspend stock buybacks, which has increased the appeal of corporate bond investing for many investors. The financial situations of many companies have changed, however, which requires a fresh perspective to capitalize on opportunities and avoid pitfalls. BondSavvy’s Steve Shaw has navigated through Covid-19 and, in this recorded webinar, he shared with us:

How did corporate bonds perform through the Covid-19 crisis and what did he learn during this period?
What kinds of corporate bonds might perform best as the economy re-opens from the lock-down?
The impact of recent Fed intervention on corporate bonds
Is the risk of BBB corporate bonds overhyped?
What can happen to corporate bondholders when an issuer defaults?
The financial information he uses to evaluate corporate bond investments

Download transcript (PDF) | Download slides (PDF)

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Important legal information about the e-mail you will be sending. By using this service, you agree to input your real e-mail address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an e-mail. All information you provide will be used by Fidelity solely for the purpose of sending the e-mail on your behalf.The subject line of the e-mail you send will be "Fidelity.com: "

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Richard Carter

VP, Fixed Income Products and Services
Fidelity Investments

Steve Shaw

Founder and President
BondSavvy

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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. 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. Any fixed income security sold or redeemed prior to maturity may be subject to loss.

BondSavvy and Fidelity Investments are independent entities and are not legally affiliated.

The views expressed are as of the date indicated and may change based on market or other conditions. Unless otherwise noted, the opinions provided are those of the speaker or author, as applicable, and not necessarily those of Fidelity Investments. The experts are not employed by Fidelity but may receive compensation from Fidelity for their services.

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Steve Shaw

Steve Shaw is the founder and president of BondSavvy, a company that empowers individual investors to invest in individual corporate bonds.  Steve presents corporate bond buy/sell/hold recommendations BondSavvy subscribers use to make investment decisions. 

He is the former Head of Tradeweb Direct and a senior executive with BondDesk, two leading online bond-trading platforms. 

Steve was previously a senior corporate mergers-and-acquisitions executive and investment banker focused on the media, FinTech, financial services, and technology sectors.

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Richard Carter

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

His current role involves growing Fidelity’s fixed income offering for retail customers. This development includes both enhancing Fidelity’s bond offering on Fidelity.com, as well as leading several initiatives to improve the quality of the fixed income customer sales and service experience.

Richard has worked at Fidelity for 21 years, both in Boston and 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 has an MBA from the MIT Sloan School of Management and a BA in Economics & Economic History from the University of Durham in England.

He lives in the Boston area with his wife and two children.

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