Fixed Income Markets (Bond Markets)

Debt securities that provide predictable income streams and often serve as stabilizing elements in diversified portfolios.

When you purchase a bond, you're essentially lending money to the issuer for a specified period in exchange for regular interest payments (coupons) and the return of your principal when the bond matures.

Government Bonds (Treasuries)

Municipal Bonds

Corporate Bonds

Mortgage-Backed Securities

Government Bonds (Treasuries)

Issued by national governments and considered among the safest investments, particularly those from economically stable countries.

Issuers

National governments

Typical Terms

3 months to 30 years

Risk Level The relative risk of loss of principal compared to other bond types.

Low (for stable countries)

Low Risk High Risk

Liquidity

Very high

Tax Benefits Potential tax advantages from holding this type of bond.

Taxable at federal level

Yield Range (2023) The typical range of annual returns for this type of bond in 2023.

3.8% - 5.2%

Notable Examples

US Treasuries, German Bunds

Best For

Conservative investors seeking capital preservation and steady income

Market Size

Largest segment of the global bond market

Key Feature: Backed by the full faith and credit of the issuing government

Did you know? Treasury bonds from different countries can have dramatically different yields based on the issuing government's credit rating and economic stability.

Municipal Bonds

Issued by state and local governments to fund public projects like schools, highways, and utilities.

Issuers

State/local governments

Typical Terms

1 to 30 years

Risk Level The relative risk of loss of principal compared to other bond types.

Low to moderate

Low Risk High Risk

Liquidity

Moderate

Tax Benefits Potential tax advantages from holding this type of bond.

Often tax-exempt at federal level

Yield Range (2023) The typical range of annual returns for this type of bond in 2023.

3.0% - 5.5%

Notable Examples

New York City GO bonds

Best For

Tax-sensitive investors in higher tax brackets

Market Size

Significant market in the US, less common internationally

Key Feature: Tax advantages make them attractive for high-income investors

Did you know? Many municipal bonds are tax-exempt at the federal level, making them particularly attractive for investors in high tax brackets.

Corporate Bonds

Issued by companies to raise capital for operations, expansions, or acquisitions.

Issuers

Corporations

Typical Terms

1 to 30 years

Risk Level The relative risk of loss of principal compared to other bond types.

Moderate to high

Low Risk High Risk

Liquidity

Moderate to high

Tax Benefits Potential tax advantages from holding this type of bond.

Fully taxable

Yield Range (2023) The typical range of annual returns for this type of bond in 2023.

4.5% - 9.0%

Notable Examples

Apple Inc. bonds, Microsoft bonds

Best For

Investors seeking higher income who can tolerate more risk

Market Size

Second largest segment of the global bond market

Key Feature: Higher yields to compensate for increased risk compared to government bonds

Did you know? Corporate bonds with higher yields typically come with higher risk, as they compensate investors for taking on additional credit risk.

Mortgage-Backed Securities (MBS)

Bonds secured by pools of mortgage loans.

Issuers

Financial institutions

Typical Terms

15 to 30 years

Risk Level The relative risk of loss of principal compared to other bond types.

Moderate

Low Risk High Risk

Liquidity

Moderate

Tax Benefits Potential tax advantages from holding this type of bond.

Fully taxable

Yield Range (2023) The typical range of annual returns for this type of bond in 2023.

4.2% - 6.5%

Notable Examples

Fannie Mae, Freddie Mac securities

Best For

Sophisticated investors seeking diversification and higher yields

Market Size

Significant market particularly in the US financial system

Key Feature: Payments derive from underlying mortgage payments, creating unique prepayment risks

Did you know? Mortgage-backed securities became infamous during the 2008 financial crisis due to their role in the subprime mortgage collapse.

How Bonds Work

1
Bond Issuance

Issuer sells bonds to raise capital, promising to pay interest and return principal at maturity.

2
Interest Payments

Bondholders receive regular interest payments (coupons) throughout the bond's term.

3
Maturity

At the end of the term, the issuer returns the principal amount to investors.

Click on a bond type above to explore its characteristics