investing

bond

A fixed-income investment where an investor loans money to an entity (corporate or government) for a defined period at a fixed interest rate.

Example

She bought government bonds to provide stable, low-risk income during retirement.

Memory Tip

A bond BINDS the borrower to repay you with interest. Like a bond between friends — a promise.

Why It Matters

Bonds are the bedrock of conservative investing and the primary way governments and corporations raise capital. When stocks fall bonds often rise providing stability. As you approach retirement shifting from stocks to bonds is the standard way to reduce portfolio risk.

Common Misconception

Many people think bonds are always safe. Bonds carry two main risks most investors underestimate: credit risk where the issuer may default and interest rate risk where rising rates cause existing bond prices to fall. Long-duration bonds can lose 20-30% of their value in a rising rate environment.

In Practice

When the Federal Reserve raised interest rates aggressively in 2022 the Bloomberg U.S. Aggregate Bond Index fell about 13% its worst year in decades. Investors who thought bonds were always a safe haven were surprised. This illustrates why bond duration credit quality and the interest rate environment all matter.

Etymology

From Old English 'band' meaning 'something that binds' — a binding agreement to repay.

Common Misspellings

bondebonndbomd
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Related Terms

yieldcouponmaturityfixed incometreasury

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Other investing terms you should know

appreciationAn increase in the value of an asset over time.diversificationA risk management strategy that mixes a wide variety of invedividendA payment made by a corporation to its shareholders, usuallyexpense ratioThe annual fee that mutual funds or ETFs charge investors, efixed incomeInvestments that provide a regular, predetermined return, suhedge fundA private investment fund that uses advanced strategies — in
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