On August 5, 2021, BondSavvy founder Steve Shaw joined Fidelity Investments' Vice President of Fixed Income Products & Services, Richard Carter, as part of the Fidelity fixed income webinar series. This was the fourth consecutive year Fidelity invited Steve to present his perspective on corporate bond investing, and we are grateful to Fidelity for providing us the opportunity to educate investors on how we approach these often-overlooked investments.
Individual corporate bonds can provide investors with three things many other investments cannot: income, protection of principal, and growth. Steve Shaw founded BondSavvy in April 2017 to empower individual investors to benefit from the many advantages individual corporate bonds can provide.
The title of the investment webinar was Corporate Bond Investing for Total Return, and you can watch a recording of the webinar by clicking the following button:
BondSavvy has shown investors how a select portfolio of individual corporate bonds can achieve investment returns higher than the leading bond funds and ETFs. Maximizing the total returns for each BondSavvy corporate bond recommendation is central to our investment strategy. Steve and Richard covered the following topics on the August 5, 2021 Fidelity fixed income webinar:
| Topic | Key points |
| US Treasury yields can have a significant impact on corporate bonds with investment grade bond ratings. US Treasury yields can be volatile, and we discuss BondSavvy's approach to capitalizing on Treasury yield movements and how to mitigate risk. |
| Yes, you heard it here first. Many label 'the bond market' as a monolithic asset class, but we show how certain corporate bonds can perform well even when interest rates increase. |
| There are many corporate bonds than can perform well in periods of rising inflation since their performance is not tied to US Treasury yields and their financials can be bolstered by rising prices. |
| A bond's call features can be the deciding factor between two bonds we are evaluating. We discuss the differences in make-whole-call bonds as well as bonds that have set call schedules and how these features impact investment decisions. |
| Fundamental fixed income research is central to how we identify corporate bonds that can achieve investment returns higher than bond funds and ETFs. We discuss how we weigh financial analysis against where bonds are priced to arrive at successful corporate bond recommendations. |
If you enjoy the webinar, be sure to click the "Yes" button in the "Was this helpful?" box below the recorded presentation. The recorded version of the presentation lasts approximately 50 minutes, and there is a PDF version available as well.