Finding value in corporate bonds
With certain corporate bond yields recently hitting all-time highs, many investors are considering corporate bonds for the first time. This recorded webinar covers recent conditions of the corporate bond market, basics for new corporate bond investors, and how investors may be able to capitalize on current opportunities.
While 2022 was a challenging year for fixed income as interest rates rose aggressively, corporate bonds of certain companies and in certain industries managed to prosper. In addition, with certain bond yields at their highest levels since 2007, there are corporate bonds offering the potential for returns not seen in some time. During this recorded webinar, Fidelity’s Richard Carter and BondSavvy’s Steve Shaw discuss how Steve hunts for value in corporate bonds and applies his process across ever-changing market conditions. In this session, you’ll learn:
• Recent corporate bond winners and losers and how 2023 is shaping up differently from 2022
• Basics investors should consider before increasing their exposure to corporate bonds
• How Steve combines fundamental and technical analysis to narrow down his investing short-list
• How Steve decides where along the yield curve to invest
• What factors lead Steve to sell a bond before it reaches its maturity
Download transcript (PDF) | Download slides (PDF)
