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  2. Affine term structure model - Wikipedia

    en.wikipedia.org/wiki/Affine_term_structure_model

    An affine term structure model is a financial model that relates zero-coupon bond prices (i.e. the discount curve) to a spot rate model. It is particularly useful for deriving the yield curve – the process of determining spot rate model inputs from observable bond market data.

  3. Yield (finance) - Wikipedia

    en.wikipedia.org/wiki/Yield_(finance)

    yield to put assumes that the bondholder sells the bond back to the issuer at the first opportunity; and; yield to worst is the lowest of the yield to all possible call dates, yield to all possible put dates and yield to maturity. [7] Par yield assumes that the security's market price is equal to par value (also known as face value or nominal ...

  4. Expectations hypothesis - Wikipedia

    en.wikipedia.org/wiki/Expectations_hypothesis

    The expectations hypothesis of the term structure of interest rates (whose graphical representation is known as the yield curve) is the proposition that the long-term rate is determined purely by current and future expected short-term rates, in such a way that the expected final value of wealth from investing in a sequence of short-term bonds equals the final value of wealth from investing in ...

  5. Investment function - Wikipedia

    en.wikipedia.org/wiki/Investment_function

    The reason for investment being inversely related to the Interest rate is simply because the interest rate is a measure of the opportunity cost of those resources. If the resources instead of financing the investment could be invested in financial assets, there is an opportunity cost of (1+r), where r is the interest rate.

  6. Theory of storage - Wikipedia

    en.wikipedia.org/wiki/Theory_of_storage

    It was extended by Nicholas Kaldor in 1939 (who introduced the notion of convenience yield), by Brennan in 1958 (who estimated demand and supply curves for storage), by Weymar in 1968 (who related convenience yield to the probability of inventory stockout) and by Schwartz in 1997 (modeling the yield as a mean-reverting stochastic process).

  7. Fundamental analysis - Wikipedia

    en.wikipedia.org/wiki/Fundamental_analysis

    The top-down investor starts their analysis with global economics, including both international and national economic indicators. These may include GDP growth rates, inflation, interest rates, exchange rates, productivity, and energy prices. They subsequently narrow their search to regional/ industry analysis of total sales, price levels, the ...

  8. Fixed-income attribution - Wikipedia

    en.wikipedia.org/wiki/Fixed-income_attribution

    Of course, the yield curve is most unlikely to behave in this way. The idea is that the actual change in the yield curve can be modeled in terms of a sum of such saw-tooth functions. At each key-rate duration, we know the change in the curve's yield, and can combine this change with the KRD to calculate the overall change in value of the portfolio.

  9. Convexity in economics - Wikipedia

    en.wikipedia.org/wiki/Convexity_in_economics

    Convexity is a geometric property with a variety of applications in economics. [1] Informally, an economic phenomenon is convex when "intermediates (or combinations) are better than extremes". For example, an economic agent with convex preferences prefers combinations of goods over having a lot of any one sort of good; this represents a kind of ...