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Series 1

Bond Basics

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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.

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Series 2

Navigating Rates

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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.

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Series 3

How to Invest in Bonds

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How many ways can one invest in bonds? What is the difference between bond and equity investing? Answer these questions and discuss some of the complexities of bond investing.

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Series 4

Asset Allocation

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View asset allocation through a new lens with series four where we focus on the role of bonds in diversified portfolios. Challenge your thinking with topics such as risk factor diversification and tail risk hedging.

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Series 5

Investing in Today's Market

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Every day, the media is full of news potentially relevant to client investments – economic developments, monetary and fiscal policy, GDP and political events. Here you’ll find insights to help you explain how these and other market forces may affect bond performance.

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