9.2 Active Investment Strategies

In this section

• Interest Rate Anticipation: Mastering Active Investment Strategies in Fixed Income
  Explore the intricacies of interest rate anticipation as an active investment strategy in fixed income securities. Learn how to adjust portfolio duration based on expected changes in interest rates, understand the associated risks, and review historical examples of successful and unsuccessful anticipations.
• 9.2.2 Yield Curve Strategies
  • Bullet Strategy: A Focused Approach to Yield Curve Investing
    Explore the Bullet Strategy, a targeted fixed income investment approach that concentrates on bonds with similar maturities. Learn how to optimize returns by leveraging specific yield curve segments while understanding associated risks.
  • Barbell Strategy in Fixed Income Investment
    Explore the Barbell Strategy in fixed income investment, focusing on short and long-term maturities to optimize returns and manage risks.
  • Ladder Strategy in Bonds: Maximizing Returns and Minimizing Risks
    Explore the Ladder Strategy in bond investing, a method that diversifies maturity dates to balance risk and reward. Learn how this approach provides consistent cash flows, reduces reinvestment risk, and enhances liquidity. Ideal for investors seeking stability and income.
• Sector Rotation and Credit Analysis in Fixed Income Investing
  Explore the intricacies of sector rotation and credit analysis in fixed income investing. Learn how to strategically shift investments across sectors and leverage credit analysis for optimal bond market performance.
• Valuation Analysis and Security Selection
  Explore detailed valuation analysis and security selection strategies in fixed income investing, focusing on identifying mispriced securities through relative value and fundamental analysis.