Active Fixed Income Strategies

In this section

• Interest Rate Anticipation
  Learn how investors position fixed income portfolios based on expected changes in interest rates.
• Yield Curve Strategies
  Study how investors position maturities along the curve to express views on shape and movement.
  • Bullet Strategy
    Review the bullet strategy as a concentrated maturity-positioning approach in fixed income investing.
  • Barbell Strategy
    Understand the barbell strategy and how it balances short and long maturities in one portfolio.
  • Ladder Strategy
    Review laddering as a maturity-distribution strategy for managing reinvestment and rate risk.
• Sector Rotation and Credit Analysis
  See how active managers shift among sectors and credits to capture changing relative value opportunities.
• Valuation Analysis and Security Selection
  Learn how relative value analysis supports security selection in active fixed income investing.