Bond Valuation: Interest Rate Risk, Price Risk and Reinvestment Risk

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  • Опубліковано 5 січ 2025

КОМЕНТАРІ • 28

  • @LoganS-f6p
    @LoganS-f6p Рік тому +9

    Loving these videos. I like how you first show how the concept works "intuitively" and then show the math behind it. Well done.

  • @darthveder1000
    @darthveder1000 Рік тому +4

    Thanks, unbelievably good video, explains the whole topic very clearly!

  • @Invest-qh3jh
    @Invest-qh3jh 11 місяців тому +1

    Aaand watched it! Great video. Looks like reinvestment risk is more of a burden than a risk, since more money upfront is obviously not a bad thing

  • @vythao1330
    @vythao1330 10 місяців тому +2

    This is super super easy to understand

  • @khusannome5240
    @khusannome5240 5 місяців тому +2

    great explanation. thank you very much.

  • @prakharsharma7543
    @prakharsharma7543 Рік тому +4

    very clear explanation
    thank you

  • @fio6179
    @fio6179 7 місяців тому +2

    Great explanation

  • @JK-co3du
    @JK-co3du Рік тому +4

    Hello Professor, thank you for your video. The CFA level 1 material states: "The bond with the highest coupon and the longest maturity will have the greatest reinvestment risk." Which is contradictory to your video, in which you state that a shorter maturity leads to higher reinvestment risk. Could you clarify this please?

    • @brianhoffman3322
      @brianhoffman3322 Рік тому

      Agreed

    • @hatrang5143
      @hatrang5143 Рік тому

      Hi, Can you pls tell me which CFA lv1 material states that?
      because as I read in the Fundamentals of Financial Management book, they also say: "Note that price risk relates to the current market value of the bond portfolio, while reinvestment risk relates to the income the portfolio produces. If you hold long-term bonds, you will face significant price risk because the value of your portfolio will decline if interest rates rise, but you will not face much reinvestment risk because your income will be stable. On the other hand, if you hold short-term bonds, you will not be exposed to much price risk, but you will be exposed to significant reinvestment risk." ( and of course in the case that the long-term bonds are noncallable)

    • @professorikram
      @professorikram  Рік тому +1

      Hi there friend. Sorry for the late reply. I would really like to see this text. Reinvestment risk is LOWER for long-term bonds, no HIGHER. With long-term bonds, your coupon is fixed, which means that if you hold them until maturity, you know exactly what you'll be getting for a long period of time. So, you don't have to worry about getting the face value of your bonds soon, and having to think about where to invest depending on the prevailing interest rates at the time.
      I hope this offers some clarity. Feel free to reach out.

  • @getupdude-e9q
    @getupdude-e9q Рік тому +1

    Nicely Explained.

  • @BismarkKwabenaBoadu
    @BismarkKwabenaBoadu Місяць тому +1

    Respectfully, how did you arrive at the Price of Bond A and Bond B at different interest rates?

    • @professorikram
      @professorikram  Місяць тому

      Hi! I disounted the semi-annual coupon payments at the semi-annual yield (or required rate of return). I recommend watching my video on "Bond Prices and How They Are Related to Yield to Maturity" to understand the concept and calculation: ua-cam.com/video/BqFc3iosyqQ/v-deo.htmlsi=KKF4EVj7opX1E1d8

  • @richarddobosz6174
    @richarddobosz6174 Рік тому +2

    excellent,thank you.

  • @phamthithuytien8790
    @phamthithuytien8790 Рік тому +1

    I am having a midterm exam in the next 4 hours. Thanks for your helpful videos 😭

    • @professorikram
      @professorikram  Рік тому

      Let me know if you need help with anything! Best of luck.

  • @Invest-qh3jh
    @Invest-qh3jh 11 місяців тому +1

    On my watchlist

  • @pillowsandblankets1432
    @pillowsandblankets1432 Рік тому +1

    excellent

  • @fawanas111
    @fawanas111 Рік тому +1

    I agree, longer maturity bonds have higher reinvestment risk

    • @professorikram
      @professorikram  Рік тому

      Hello @fawanas111. This is untrue. Please see my response below also.

  • @hatrang5143
    @hatrang5143 Рік тому +2

    Thank you so much

  • @umichayatun-i9c
    @umichayatun-i9c Рік тому +1

    thanks

  • @zan1971
    @zan1971 5 місяців тому

    Ok this terminology is really confusing me about interest rates. You said at the start of the video "interest rates/yields". And you have maintained that. So interest rate is a different concept and yield is a different concept. In fact, here the yield is yield to maturity. You are saying that when an investor's required rate of return goes down, the interest rate (amount of returns) a bond gives goes down as well, which is confusing.
    Are you saying that because the investor's required rate of return goes down, the price of the bond goes up, so when you reinvest, you have to spend more money to purchase a new bond and so the returns you get will not be high enough because of the increased purchase price? Or is there something else that just makes people issue lower coupon payment bonds because of lower yield to maturity somehow?

    • @professorikram
      @professorikram  3 місяці тому

      Sorry if you found this confusing. But it seems like you've got it. Reinvestment risk is precisely the idea that if you are already bought into a bond that is offering a high yield, and if yields drop after one year, any intermediate cash flows that you will get from the bond will now need to be reinvested at a higher price (and hence a lower yield) for the same kind of bond.