When conducting fixed income analysis on Fidelity.com our bond search results are displayed in a scattergraph which plots the offerings against relevant yield curves. In this video, you will learn how to interact with the features and capabilities of the scattergraph designed to simplify the overall use of the graph in your analysis process.
The Fidelity Bond Ladder Tool can help you build a portfolio of bonds with staggered maturity dates in an effort to provide you with a consistent income stream. This video will provide you with an overview of the basic requirements and navigation to purchase a bond ladder.
In this video you will learn about the information available to analyze a bond investment for both cash flow and risk impact on a pre-trade basis.
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. Lower-quality fixed income securities involve greater risk of default or price changes due to potential changes in the credit quality of the issuer. Foreign investments involve greater risks than U.S. investments, and can decline significantly in response to adverse issuer, political, regulatory, market, and economic risks. Any fixed-income security sold or redeemed prior to maturity may be subject to loss.