Level 4 - Mutual Fund Investing Masterclass

所在平台: Udemy

课程主页: https://www.udemy.com/course/level-4-mutual-fund-investing-masterclass/

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课程简介

Coursera 课程“第四级 - 债券共同基金投资大师班”旨在为全球学习者提供对债券共同基金的深入理解。本课程强调其普遍适用性,可应用于任何市场的金融目标。 课程内容包括: **理解债券投资:** * 债券的基础知识,包括价格、利率、期限 (Duration) 和收益率 (Yields)。 * 债券价格与通货膨胀、浮动利率债券之间的关系。 * 债券与股票的比较,以及来自债券的收入和资本利得。 * 债券的主要风险,如违约风险、信用风险、再投资风险、交易对手风险、流动性风险、利率风险、久期风险、国内与全球市场风险、发行人风险、信用降级风险、行业风险和赎回风险。 **剖析债券市场:** * 按期限、信用等级、类型、行业、发行人和市场对债券进行分类。 * 通过实例分析债券久期。 * 详细介绍从 AAA 级到 BBB- 级债券的各类信用评级。 * 提供不同类型债券共同基金的实际案例,涵盖隔夜基金、货币市场基金、不同期限的债券基金、公司债券基金、行业债券基金、抵御通胀的债券基金等。 * 深入探讨不同类型的债券,包括公司债券、政府债券、市政债券、通货膨胀债券、零息债券、递延票息债券、永续债券、浮动利率债券、期限债券、次级债券、气候债券、可转换债券、高收益债券和可赎回/可卖权债券。 **行动步骤:** * 学习投资债券基金的实际操作。 **重要声明:** 本课程所有内容仅供教育目的,不构成投资建议。市场和共同基金存在风险,回报不获保证。请务必在做出任何财务决策前进行充分的尽职调查。 课程不推广任何基金公司或基金。

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课程详情

This course is designed for a global audience and not to any particular domestic market. The concepts you will learn here are universal in nature and can be applied to any market in the world.The Mutual Fund Investing Masterclass Program is a program that aims to help you achieve your financial goals in life.The primary objective of the Level 4 - Mutual Fund Investing Masterclass is to give you a deeper understanding of debt mutual funds.So, by the time you are done with this course, you will have a far better understanding of debt mutual funds compared to the average mutual fund investor.Following are the topics covered in this course: Understanding Debt Investments:Bond Investment The Price of a Bond Bond Prices Vs Interest Rates Bond Maturity Duration Bond Yields Bond Prices Vs Inflation Floating Rate Bonds Bonds Vs Stocks Income from Bonds Capital Gains from Bonds Bond RisksDefault Risk Credit Risk Re-Investment Risk Counterparty Risk Liquidity Risk Interest Rate Risk Duration Risk Domestic & Global Market Risk Issuer Risk Credit Downgrade Risk Sectoral Risk Call Risk Dissecting the Debt MarketBonds Categorisation by Duration Bonds Categorisation by Credit Rating Bonds Categorisation by Type Bonds Categorisation by Sectors Bonds Categorisation by Issuers Bonds Categorisation by Market Practical Example Bond DurationsOvernight Liquid Ultra Short Low Duration Money Market Short Term Debt Medium Term Medium to Long Term Long Term Bills Vs Notes Vs Bonds Practical Example Bond RatingsAAA Rated Bonds AA+ Rated Bonds AA Rated BondsAA- Rated Bonds A+ Rated Bonds A Rated BondsA- Rated Bonds BBB+ Rated Bonds BBB Rated BondsBBB- Rated Bonds Practical Example Debt Fund ExamplesOvernight Fund Liquid Fund Ultra Short Term Fund Low Duration Fund Money Market Fund Short Term Debt Fund Medium Term Bond Fund Medium to Long Term Bond Fund Long Term Bond Fund Corporate Bond Fund Sectoral Bond Fund Credit Risk Bond Fund Gilt FundConstant Duration Gilt Fund Floating Rate Fund Dynamic Bond Fund Bond ETFs Emerging Markets Corporate Debt Fund High Yield Bond Fund Municipal Bond Fund Inflation Linked Bond Fund World Bond Fund Bond TypesCorporate Bonds Government Bonds Municipal Bonds War Bonds Inflation Bonds Zero Coupon Bonds Deferred Coupon Bonds Perpetual Bonds Bearer Bonds Floating Bonds Serial Bonds Subordinated Bonds Climate Bonds Convertible Bonds High Yield Bonds Callable Bonds Putable Bonds Action StepsInvesting in Bond Funds Standard Disclaimer: The material presented here is for educational purposes only. Please do your own proper due diligence. There are risks involved in markets and mutual funds. Returns are never guaranteed. The concepts discussed in this course are applicable to any mutual fund industry in the world. However, the terminology may differ for different countries or markets. No representation or warranty is made as to the accuracy, completeness or fairness of the information and opinions contained herein. This course does not endorse any fund house or any mutual fund scheme. We are not registered investment advisors with any regulator or institution in the world. We do not provide any buy/sell recommendations. We do not provide any investment tips or trading tips. We do not provide investment advice. All of our content here is for educational purposes only. Please do your own due diligence before making any financial decision.

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