Fixed income analysis is a detailed method of income-oriented report. It helps the assessor understand the benefits of fixed income. At the same time, it also helps the assessor to understand the value of fixed income in the future.
That being said, writing a report is not a cakewalk. Read on to find more.
1.Beware of the yield curves
The yield curve regularly arrives at your income analysis. And to be honest, it is important. The yield curves let you know about what bond investors are estimating. Yield curves also let you know about the condition of the economy.
But for that, you need to have context and knowledge of the yield curves. Without that, they are just lines and end up making wrong calculations.
You need to be creative with your . For that, you need to sit down with your team and discuss how you can do so. You can create interactive charts to explain the yield curve to your teams.
Or you can create a glossary for your team to discuss common bond terms and structures. By doing so, you are not only making your entire approach more creative! You are also helping your clients to understand the bonds better.
3.Get that jargon shot
Fixed income jargon can either be extremely clear or unclear. Therefore you need to be well versed about the fixed income jargon.
By doing so, you would be able to help your clients understand the technical terms. These terms are related to fixed income and bonds
4.Make fund activity simple
Fund managers often make fund activities sound like a bloody battlefield. Therefore, it is your duty as an analyst to make fund activity simple.
This would help your clients to understand the terms. Your ultimate goal is to explain the ideas of fund managers and not their words.
Writing could be a tricky call. But if you know your job, you would be able to deliver a great analysis. Go through these suggestions and ace your fixed income reports.