Callable Bonds: Finding Value and Quantifying Risk

Even though callable bonds comprise a sizable portion of the municipal bond market, many advisors and investors appear to remain focused on building municipal bond portfolios consisting of non-callable bonds. We believe callable bonds represent a source of value for those equipped with the tools to properly evaluate callable municipal bond prices.

How can investors take advantage of municipal bond market inefficiencies related to callable bonds?

Read this white paper to gain a greater understanding of municipal bond market inefficiencies related to callable bonds and how working with a municipal bond manager capable of accurately evaluating the prices of these bonds can unlock new opportunities for investors. This includes:

  • Understanding idiosyncrasies of the municipal yield curve
  • How to take advantage of a “yield kick”
  • Ways to better quantify risk in your municipal portfolio

Simply complete the form on this page to read this educational white paper.