Beyond Bond BasicsOct 31, 2017

View PDF Overview

Key Points

Go beyond the basics to explore complex bond market concepts and strategies

Course Summary

Part of the Fixed Income Series, Beyond Bond Basics introduces new concepts. This course focuses on:

  1. Deconstructing Duration
  2. Introduction to Yield Curve
  3. Yield Curve Strategies
  4. Credit Fundamentals
  5. Currency Management

Learning Objectives

This course is designed to teach you to be able to:

  • Define duration and discern the differences as applied to individual issues versus portfolios
  • Recognize several types of yield curves and repeat the investment implications of each
  • Determine when and how to apply common yield curve investment strategies
  • Apply credit risk and return considerations to investment decisions
  • Understand the role of credit in the bond market and credit cycle
  • Recall the elements of credit analysis
  • Define currency risk
  • Understand global currency dynamics
  • Discuss currency risk management techniques

Accreditation

Please contact your local Franklin Templeton office or email us at franklintempletonacademy@franklintempleton.com for accreditation details.



Important Legal Information

Issued by Franklin Templeton Investments Australia Limited (ABN 87 006 972 247) (Australian Financial Services License Holder No. 225328), Level 19, 101 Collins Street, Melbourne, Victoria, 3000. This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice. Franklin Templeton Investments (“FTI”) shall not be liable to any user of this document or to any other person or entity for the inaccuracy of information or any errors or omissions in its contents, regardless of the cause of such inaccuracy, error or omission. All investments involve risks, including possible loss of principal.

Franklin Templeton Investments Australia Limited

Level 19
101 Collins Street
Melbourne, VIC 3000
tel 1800 673 776
Level 30
88 Phillip Street
Sydney, NSW 2000

www.franklintempleton.com.au

Franklin Templeton Academy Online

Ready to start? Click below to visit Franklin Templeton Academy Online to register, sign in, and access this and our full catalogue of training worth taking.

Let's Get Started

This website is maintained by Franklin Templeton Investments Australia Limited (ABN 87 006 972 247) (Australian Financial Services Licence Holder No. 225328) for information purposes only and not investment or financial product advice. It expresses no views as to the suitability of the services or other matters described herein to the individual circumstances, objectives, financial situation, or needs of any recipient. Investments entail risks, the value of investments can go down as well as up and investors should be aware they might not get back the full value invested. For additional information, visit www.franklintempleton.com.au or by call 1 (800) 673 776.