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JAG Team Insights — Getting (Re) Familiar with Discount Bonds

Bloomberg US Aggregate Index: Average Price

November 15, 2023

Summary

  • Rising interest rates have led to steep price declines in bond markets.
  • Some bonds trade at deep price discounts even though their issuer’s credit quality remains strong.
  • Bonds purchased at a market discount may offer a unique tax-deferral opportunity for investors.

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This material is not intended for retail investors and should not be distributed or relied upon by any person other than the intended audience. Performance data presented may be based on past results, which do not guarantee future performance.

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This material is not intended for retail investors and should not be distributed or relied upon by any person other than the intended audience. Performance data presented may be based on past results, which do not guarantee future performance.

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