Explore Our Series Log in to unlock all series and test your knowledge. Series 1 Bond Basics View Series This series will help you understand what bonds are. We'll introduce you to the fundamentals, the different types, their important features and how they can pertain to your investment strategies. Start Series Series Overview In this series, you'll learn 5 core thoughts encompassing the basics of bonds within the market. We'll start by defining bonds and get you familiar and comfortable with discussing them with clients. By the end of the series, you'll have explored how bonds generate returns, play a role within a diverse portfolio and the multiple factors that can impact a bond's performance. Available Client Resources Case Study Today's Conversation Need to Know Smart Chart Glossary Test your Knowledge Download Resources Filters: Filters: Reset All Filters XClose Filters Dropdown Topic/Tag Tags Reset Close Download ({{cCtrl.itemsToDownload.length}}) Empty Remove {{selOpt}} Filter () filters applied Section : Date : Experts : Remove Filter Reset All Featured April 2018April '18 Save Chart Download https://mea.pimco.com/en-mea/6qdwlh3c75x5 Copy Link Share What are bonds? What are bonds? At their most basic level, bonds are a way for one entity to raise money by borrowing from another. For example, governments and corporations issue bonds to raise money from investors when they need new sources of capital to fund their activities. Featured April 2018April '18 Save Chart Download https://mea.pimco.com/en-mea/6qdwlhmyx4qb Copy Link Share How do bonds generate a return? How do bonds generate a return? In Topic 1 of this series, we covered the basic concept of bonds along with the different types available. Once your clients have grasped these key concepts, they’ll want to know how they make money from bonds. Featured April 2018April '18 Save Chart Download https://mea.pimco.com/en-mea/6qjgygz10px8 Copy Link Share How are bonds different from stocks? How are bonds different from stocks? Most investors have a good understanding of shares and how they work. A great way to frame a conversation about bonds is to leverage these familiar concepts to make bond investing easy to understand. Featured April 2018April '18 Save Chart Download https://mea.pimco.com/en-mea/6qjgyh6gmd5g Copy Link Share What role do bonds play in a portfolio? What role do bonds play in a portfolio? Since the evolution of the modern bond market, investors have used bonds as a way of diversifying their portfolio, generating income and preserving their capital. Some even use the bond market as a capital appreciation tool. Featured April 2018April '18 Save Chart Download https://mea.pimco.com/en-mea/6qjgyhkdc99w Copy Link Share What affects the price and performance of bonds? What affects the price and performance of bonds? Many investors know that bonds are a relatively stable investment, while others could tell you that bonds are a form of debt used by companies and governments. However, due to the ins and outs of bond pricing and performance, many investors may find a gap in their knowledge. Test Your Knowledge Download Resources Glossary of Terms Series 2 Navigating Rates View Series Learn to explain to investors how interest rates are determined, examine the close relationship between interest rates and bonds, and discuss interest rate risk within the context of your investor’s portfolio. Start Series Series Overview When it comes to bonds, the role of interest rates is often less well understood. For this critical knowledge, it’s important to examine how rates can affect performance, how duration can present variables, the impact of inflation, and determining what to do when rates rise. In this series, we’ll explore 5 themes involving the effects of interest rates on bonds. Available Client Resources Case Study Today's Conversation Need to Know Smart Chart Glossary Test your Knowledge Download Resources Filters: Filters: Reset All Filters XClose Filters Dropdown Topic/Tag Tags Reset Close Download ({{cCtrl.itemsToDownload.length}}) Empty Remove {{selOpt}} Filter () filters applied Section : Date : Experts : Remove Filter Reset All Featured April 2018April '18 Save Chart Download https://mea.pimco.com/en-mea/6qnkctdtdwbc1 Copy Link Share How do rates affect bond performance? How do rates affect bond performance? When it comes to bonds, the role of interest rates is often less well understood. For investors who want to build a deeper understanding of the fixed income market, the relationship between bonds and rates is critical knowledge. Featured April 2018April '18 Save Chart Download https://mea.pimco.com/en-mea/6qnkctdz4qym1 Copy Link Share What is duration and why does it matter? What is duration and why does it matter? Duration is a word that often appears in discussions of the fixed income market. Indeed, it’s an important part of understanding the risk of a bond investment. Making sure clients have a thorough understanding of duration is essential when advising them about bonds. Featured April 2018April '18 Save Chart Download https://mea.pimco.com/en-mea/6qrl5ybbb8qx Copy Link Share What is the yield curve and why is it important? What is the yield curve and why is it important? The term "yield curve" is frequently used by investors and commentators when discussing the outlook for bonds, markets and the economy more broadly. But despite its common use, it is a concept that many investors don’t understand well. Featured June 2018June '18 Save Chart Download https://mea.pimco.com/en-mea/6qnkctfbh4bc1 Copy Link Share
Series 1 Bond Basics View Series This series will help you understand what bonds are. We'll introduce you to the fundamentals, the different types, their important features and how they can pertain to your investment strategies. Start Series
Filters: Filters: Reset All Filters XClose Filters Dropdown Topic/Tag Tags Reset Close Download ({{cCtrl.itemsToDownload.length}}) Empty Remove {{selOpt}} Filter () filters applied
What are bonds? What are bonds? At their most basic level, bonds are a way for one entity to raise money by borrowing from another. For example, governments and corporations issue bonds to raise money from investors when they need new sources of capital to fund their activities.
How do bonds generate a return? How do bonds generate a return? In Topic 1 of this series, we covered the basic concept of bonds along with the different types available. Once your clients have grasped these key concepts, they’ll want to know how they make money from bonds.
How are bonds different from stocks? How are bonds different from stocks? Most investors have a good understanding of shares and how they work. A great way to frame a conversation about bonds is to leverage these familiar concepts to make bond investing easy to understand.
What role do bonds play in a portfolio? What role do bonds play in a portfolio? Since the evolution of the modern bond market, investors have used bonds as a way of diversifying their portfolio, generating income and preserving their capital. Some even use the bond market as a capital appreciation tool.
What affects the price and performance of bonds? What affects the price and performance of bonds? Many investors know that bonds are a relatively stable investment, while others could tell you that bonds are a form of debt used by companies and governments. However, due to the ins and outs of bond pricing and performance, many investors may find a gap in their knowledge.
Series 2 Navigating Rates View Series Learn to explain to investors how interest rates are determined, examine the close relationship between interest rates and bonds, and discuss interest rate risk within the context of your investor’s portfolio. Start Series
Filters: Filters: Reset All Filters XClose Filters Dropdown Topic/Tag Tags Reset Close Download ({{cCtrl.itemsToDownload.length}}) Empty Remove {{selOpt}} Filter () filters applied
How do rates affect bond performance? How do rates affect bond performance? When it comes to bonds, the role of interest rates is often less well understood. For investors who want to build a deeper understanding of the fixed income market, the relationship between bonds and rates is critical knowledge.
What is duration and why does it matter? What is duration and why does it matter? Duration is a word that often appears in discussions of the fixed income market. Indeed, it’s an important part of understanding the risk of a bond investment. Making sure clients have a thorough understanding of duration is essential when advising them about bonds.
What is the yield curve and why is it important? What is the yield curve and why is it important? The term "yield curve" is frequently used by investors and commentators when discussing the outlook for bonds, markets and the economy more broadly. But despite its common use, it is a concept that many investors don’t understand well.