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How to Buy Bonds with Confidence
Video recording
No CPD Hours
The current economic environment presents a great opportunity for investors to buy bonds. However, bonds can seem intimidating to some investors, given that they come with their own set of terminologies, calculations and structures. This course is designed to simplify bonds for individual investors and to equip them with the knowledge and analytical skills required to buy bonds with confidence.
The course will be taught by senior bond market bankers who have decades of experience at premier global banks including Credit Suisse, Standard Chartered and Citi. The teaching style will be a balanced mix of theory and practice, with every fundamental concept complemented with real-world examples from the current bond markets.
Pre-Requisites
Participants should have a basic understanding of the broader capital markets & basic knowledge of bonds in terms of how they work.
Not sure if this course is for you? Click here to take our 'quiz' and find out
I. Introduction to Bonds and Their Role in a Balanced Portfolio
- What are bonds and how do they work?
- How bonds are different from stocks
- Understanding key terms including coupon, yield and spread
- The math behind bond prices and the price-yield relationship
- Why do you need bonds in your portfolio?
II. What Makes Bonds Attractive in 2023
- Understanding the macroeconomic factors that drive bond markets
- A deeper look at the macro environment in 2023
- Yield curves
- A comparison of bond yields – then and now
- Exercise of matching different bonds with their yields
III. Key Factors That Impact a Bond’s Price & Yield
- COLT Framework: Credit, Optionality, Liquidity and Tenor
- Understanding Interest rate risk and duration
IV. Building & Managing a Bond Portfolio
- How to build a balanced bond portfolio
- Bond portfolio strategies for different investor profiles and economic cycles
- Introduction to leverage
- How to track your bond portfolio effectively
- Planning for cashflows and redemptions
V. How to Pick the Right Bond for Me?
- Govt. vs. Corporate
- Investment Grade vs. High Yield
- Short vs. Long
- Perpetual & AT1 Bonds
- Local vs. foreign currency
- How to buy bonds – primary vs. secondary markets
VI. How to Find & Track Bonds via the BondbloX App
VII. Q&A
Rahul Banerjee
Co-Founder & CEO, BondbloX
Rahul is a DCM-banker with 20 years of experience, including stints at global premier banks such as Credit Suisse, Nomura and Citi. In his previous role, he was the Global Head of International Corporates, Financial Market Sales at Standard Chartered Bank, where his team was based across all the major dealing rooms and covered the Fixed Income needs of large corporate clients.
This program is designed and curated for:
- Existing bond investors
- New investors
- Advisors
Participants of the course will be updated with the latest in bond markets and will be able to analyze the state of bond markets in greater detail. This includes learning about bond portfolio strategies like laddering, understanding the risks of investing in bonds to ultimately helping investors buy bonds with confidence.
Course fees:
$150 per participant, and includes a free 6-month subscription to a bond tracking App (worth over $120)
Date and time
Terms & Conditions
Course fees are non-refundable. Customers can reach out to us via email for further clarifications.
Assessment
The quiz acts as a self-assessment for the course
Disclaimer
The materials and information contained herein are solely for general information reference and educational purposes only, and not intended to constitute nor as a substitute for legal, commercial and/or financial advice from an independent licensed or qualified professional. The information, opinions and views expressed herein are not, and shall not constitute an offer or a recommendation to sell, a solicitation of an offer to buy or an offer to purchase any securities, nor should it be deemed to be an offer, or a solicitation of an offer, or a recommendation, to purchase or sell any investment product or service or engage in any investment strategy. Nothing herein has been tailored to the investment objectives or financial situation of any specific individual, are current only as of the date hereof and may be subject to change at any time without prior notice. No representation, warranty or claim whatsoever is made nor implied as to the accuracy or completeness of any material or information contained herein, nor we have no liability whatsoever for any error, inaccuracies or omissions. No reliance should be made on the materials or information herein for any investment decision, and we accept no liability whatsoever for any direct or indirect loss whatsoever which may arise from the use or reliance of any such material or information. The business of investing is a complicated matter that requires serious financial due diligence for each investment. No representation whatsoever on the suitability or otherwise of any securities, products, or services for any particular investor. Each investor is solely responsible for its own independent investment decision based on its personal investment objectives, financial circumstances and risk tolerance, and should seek its own independent legal, tax and other professional advice prior to any such decision.
The inclusion of any hyperlinks or external links should not be seen as an endorsement or recommendation of that website or the views expressed therein. We do not have any control over the content or actions of the websites we link to and will not be liable for anything that occurs in connection with the use of such websites.
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Select the date/time and continue to make the payment.
Course fees: US$150
Includes a free 6-month subscription to the BondbloX App (worth over US$120) for new users2 Aug 2023 5-7pm SG/HK | 1-3pm Dubai | 10am-12pm London
For inquiries
Raahil Shah - VP, BondbloX
BondbloX Pte. Ltd. is regulated by the Monetary Authority of Singapore as a Recognised Market Operator ("RMO") and exempted from Section 49(1) of the Securities and Futures Act (Cap. 289) ("SFA") under Section 49(7) of the SFA.