Anyone work with bond portfolios?
Cross-posted in the IB forum:
I've got a client that asked me for some general advice on placement of a decently larget chunk of capital (100M+) into bond products. Not looking for any specific bond products to invest in but more about what type of questions you would be asking of said client to get a better understanding about what they are looking for as far as goals for their investment go. This is an entirely new space for me as I don't have any experience in bond investing outside of putting some of my own money into bond funds for retirement. I know there are some strategies such as ladders etc. I just have no idea how to approach the conversation to figure out exactly what it is they are looking for outside of capital protection. Any advice?