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Wealth Management > Products And Services > Investment Products > Investing In High Yield Bonds

  • Investing in High Yield Bonds

    Bonds are debt securities issued by organizations such as the U.S. Treasury, states, counties and cities or public and private corporations that are used to raise capital for various purposes. When a bond is purchased, the investor becomes a lender to the issuing organization. In return for the loan, the issuer agrees to pay interest, along with the repayment of your initial investment at the time of maturity.

    High yield bonds are typically bonds issued by U.S. corporations that do not qualify for “investment-grade” ratings by one of the leading credit rating agencies. An issuer with a greater risk of default – not paying interest or principal in a timely manner – are considered to be below investment grade and must pay a higher interest rate in order to attract investors to buy their bonds and to compensate investors for the added risk associated with this type of investment. High yield bond are typically issued with shorter maturities and are likely callable so that if a company’s financial condition improves, it can take advantage of lower rates.

    Benefits of Investing in High-yield Bonds:

    • A high rate of current income resulting from the higher interest rates
    • Potential for capital appreciation if the issuer is upgraded
    • Legal preference of debt holders over common or preferred stock holders in the event of the liquidation of the issuer

    Risks of Investing in High-yield Bonds:

    • Risk of default if the issuer does not pay the interest or principal as required
    • Price may decline if the issuing company’s credit rating is lowered
    • The bond may be less liquid than investment-grade bonds

    Your Ziegler financial advisor can help you determine if high yield bonds are appropriate investments for your portfolio and access inventory through our fixed income trading desk.