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Bonds

Finance Courses

A broad array of fixed-income courses is available through IBKR’s Traders’ Academy for traders and investors to make more informed investment decisions about U.S. Treasuries, U.S. corporate bonds, U.S. municipal bonds, and Eurodollar markets. Interactive Brokers, along with CME Group, provide a wide range of educational material about fixed-income asset classes and concepts. Including primary market bond issuance, secondary market trading, credit ratings, default risk, bond prices and yields, hedging strategies, the yield curve, short-term interest rates (STIR) markets, the secured overnight financing rate (SOFR), and much more.

Interest Rates
Level Beginner

Interest Rates

Investors balance their portfolios between equities and fixed income based on factors like risk tolerance, liquidity needs, and economic conditions, with the 60/40 rule serving as a flexible guideline. Hedging and speculation play a crucial role in managing market risk, with equities typically hedged using options, while fixed-income investors utilize futures contracts to navigate interest rate movements. Interest rate and government bond futures provide liquidity and strategic opportunities for investors to hedge risks, speculate on monetary policy changes, and manage exposure across different parts of the yield curve.

Introduction to U.S. Corporate Bonds
Level Beginner

Introduction to U.S. Corporate Bonds

In this course, IBKR senior market analyst Steven Levine provides essential details about the U.S. corporate bond market, including the types of securities investors typically encounter such as secured and unsecured notes. We'll also offer you some tools to enable you to obtain a better understanding of the risks involved with corporate bonds and how they may be mitigated, as well as recent developments that have helped shape market dynamics. Lastly, we'll walk you through the IBKR Trader Workstation's Global Bond Scanner, where you can locate certain corporate bonds in the secondary market, create charts and conduct due diligence to help inform your investment decisions.

Introduction to Municipal Bonds
Level Beginner

Introduction to Municipal Bonds

In this course, IBKR senior market analyst Steven Levine provides essential details about the U.S. municipal bond market, including the types of securities investors typically encounter such as general obligation bonds and revenue bonds. We’ll also offer you some tools to enable you to obtain a better understanding of the risks involved with municipal securities and how they may be mitigated, along with certain tax considerations.

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