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  • All HBS Web  (980)
    • News  (231)
    • Research  (562)
    • Multimedia  (3)
  • Faculty Publications  (331)

Show Results For

  • All HBS Web  (980)
    • News  (231)
    • Research  (562)
    • Multimedia  (3)
  • Faculty Publications  (331)
← Page 4 of 980 Results →
  • May 2005 (Revised January 2006)
  • Case

Ticonderoga: Inverse Floating Rate Bond

Presents a simple interest hedging exercise. A hedge fund is considering an investment in a structured fixed--income product: an inverse floating-rate bond, or inverse floater, designed by a U.S. investment bank. The hedge fund's normal policy is to hedge interest rate... View Details
Keywords: Risk and Uncertainty; Credit Derivatives and Swaps; Bonds; Investment Funds; Interest Rates
Citation
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Chacko, George C., and Anders Sjoman. "Ticonderoga: Inverse Floating Rate Bond." Harvard Business School Case 205-113, May 2005. (Revised January 2006.)
  • 2012
  • Working Paper

Reaching for Yield in the Bond Market

By: Bo Becker and Victoria Ivashina
Reaching-for-yield—the propensity to buy riskier assets in order to achieve higher yields—is believed to be an important factor contributing to the credit cycle. This paper analyses this phenomenon in the corporate bond market. Specifically, we show evidence for... View Details
Keywords: Fixed Income; Reaching For Yield; Financial Intermediation; Insurance Companies; Insurance; Bonds; Assets; Risk Management; Investment Return; Investment Portfolio; Insurance Industry
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Becker, Bo, and Victoria Ivashina. "Reaching for Yield in the Bond Market." Harvard Business School Working Paper, No. 12-103, May 2012. (Revised December 2012. NBER Working Paper Series, No. 18909, March 2013)
  • October 2011 (Revised April 2013)
  • Case

Kroll Bond Rating Agency

The established credit raters were criticized for inflating the mortgage credit bubble that imploded in 2008. A new rating agency, KBRA, is considering how to capitalize on the opportunity this presents and how to enter the industry. A small group of managers have to... View Details
Keywords: Financial Instruments; Financial Management; Financial Services Industry
Citation
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Becker, Bo. "Kroll Bond Rating Agency." Harvard Business School Case 212-034, October 2011. (Revised April 2013.)
  • May 1988 (Revised July 1989)
  • Case

Chicago Bond Sales Department

Citation
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Donnellon, Anne. "Chicago Bond Sales Department." Harvard Business School Case 488-020, May 1988. (Revised July 1989.)
  • 18 Oct 2013
  • Working Paper Summaries

Monetary Policy Drivers of Bond and Equity Risks

Keywords: by John Y. Campbell, Carolin E. Pflueger & Luis M. Viceira
  • 12 Jan 2017
  • News

Bond Covenants and Skeptic Skepticism

  • 15 Jun 2012
  • Working Paper Summaries

Reaching for Yield in the Bond Market

Keywords: by Bo Becker & Victoria Ivashina

    Reaching for Yield in the Bond Market

    Reaching-for-yield — the propensity to buy riskier assets in order to achieve higher yields — is believed to be an important factor contributing to the credit cycle. This paper analyses this phenomenon in the corporate bond market. Specifically, we show evidence for... View Details

    • 02 Aug 2021
    • News

    Why Bond Funds May Be Riskier than They Seem

    • June 2012
    • Article

    Comovement and Predictability Relationships Between Bonds and the Cross-Section of Stocks

    By: Malcolm Baker and Jeffrey Wurgler
    Government bonds comove more strongly with bond-like stocks: stocks of large, mature, low-volatility, profitable, dividend-paying firms that are neither high growth nor distressed. Variables derived from the yield curve that are already known to predict returns on... View Details
    Keywords: Relationships; Bonds; Stocks; Investment Return; Cash Flow; Quality; Risk and Uncertainty; Forecasting and Prediction; Profit
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    Baker, Malcolm, and Jeffrey Wurgler. "Comovement and Predictability Relationships Between Bonds and the Cross-Section of Stocks." Review of Asset Pricing Studies 2, no. 1 (June 2012): 57–87.
    • July 2006
    • Supplement

    Citigroup: Euro Zone Bond Trading (D)

    By: Lynn S. Paine, Christopher Bruner and Aldo Sesia
    Keywords: Bonds; Financial Services Industry; Europe
    Citation
    Related
    Paine, Lynn S., Christopher Bruner, and Aldo Sesia. "Citigroup: Euro Zone Bond Trading (D)." Harvard Business School Supplement 307-007, July 2006.
    • October 2003 (Revised December 2003)
    • Case

    STMicroelectronics N.V., 2003 Convertible Bond Offering

    By: William E. Fruhan Jr.
    Focuses on the valuation of a complex option embedded in a convertible debenture with a negative yield to maturity. View Details
    Keywords: Bonds; Valuation
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    Fruhan, William E., Jr. "STMicroelectronics N.V., 2003 Convertible Bond Offering." Harvard Business School Case 204-092, October 2003. (Revised December 2003.)
    • April 2004
    • Tutorial

    Yield Curves and Bond Ratings Tutorial

    By: William E. Fruhan Jr.
    To preview this online product, Authorized Faculty can call our customer service department at 1-800-545-7685 or 617-783-7600. This online tutorial explains what drives the shape of the yield curve for traded debt securities. Also describes the metrics used by rating... View Details
    Keywords: Bonds; Investment Return; Financial Services Industry
    Citation
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    "Yield Curves and Bond Ratings Tutorial." Harvard Business School Tutorial 204-712, April 2004.
    • July 2006
    • Supplement

    Citigroup: Euro Zone Bond Trading (C)

    By: Lynn S. Paine, Christopher Bruner and Aldo Sesia
    Keywords: Bonds; Financial Services Industry; Europe
    Citation
    Related
    Paine, Lynn S., Christopher Bruner, and Aldo Sesia. "Citigroup: Euro Zone Bond Trading (C)." Harvard Business School Supplement 307-006, July 2006.
    • November 2003
    • Article

    The Maturity of Debt Issues and Predictable Variation in Bond Returns

    By: Malcolm Baker, Robin Greenwood and Jeffrey Wurgler
    The maturity of new debt issues predicts excess bond returns. When the share of long-term debt issues in total debt issues is high, future excess bond returns are low. This predictive power comes in two parts. First, inflation, the real short-term rate, and the term... View Details
    Keywords: Borrowing and Debt; Bonds; Investment Return; Financial Markets; Forecasting and Prediction
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    Baker, Malcolm, Robin Greenwood, and Jeffrey Wurgler. "The Maturity of Debt Issues and Predictable Variation in Bond Returns." Journal of Financial Economics 70, no. 2 (November 2003): 261–291.
    • 24 Feb 2011
    • Working Paper Summaries

    Issuer Quality and Corporate Bond Returns

    Keywords: by Robin Greenwood & Samuel G. Hanson
    • 2017
    • Article

    Inflation Bets or Deflation Hedges? The Changing Risks of Nominal Bonds

    By: John Y. Campbell, Adi Sunderam and Luis M. Viceira
    The covariance between U.S. Treasury bond returns and stock returns has moved considerably over time. While it was slightly positive on average in the period 1953–2009, it was unusually high in the early 1980s and negative in the 2000s, particularly in the downturns of... View Details
    Keywords: Inflation and Deflation; Bonds; Interest Rates; Investment Return; Risk Management
    Citation
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    Campbell, John Y., Adi Sunderam, and Luis M. Viceira. "Inflation Bets or Deflation Hedges? The Changing Risks of Nominal Bonds." Critical Finance Review 6, no. 2 (2017): 263–301.
    • January 2012 (Revised March 2012)
    • Teaching Note

    Kroll Bond Rating Agency (TN)

    Keywords: Bonds
    Citation
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    Becker, Bo. "Kroll Bond Rating Agency (TN)." Harvard Business School Teaching Note 212-065, January 2012. (Revised March 2012.)
    • February 2023
    • Technical Note

    Bond Analysis: Yield to Maturity

    By: Emily R. McComb
    Citation
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    McComb, Emily R. "Bond Analysis: Yield to Maturity." Harvard Business School Technical Note 223-077, February 2023.
    • March 1980 (Revised October 1980)
    • Background Note

    Note on the Corporate Bond Markets

    Citation
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    Goldsberry, John P., III. "Note on the Corporate Bond Markets." Harvard Business School Background Note 280-086, March 1980. (Revised October 1980.)
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