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Investment grade (IG)

Bonds rated BBB minus or Baa3 and above, judged to have a low probability of default; the rating band that most regulated institutions are permitted to hold.

The boundary is institutional as much as analytical. Insurance capital rules, index membership and many investment mandates change at BBB minus, so losing the last investment grade notch forces selling from holders who cannot hold high yield. That is the fallen-angel dynamic.

Investment grade spreads are narrow and stable most of the time, which means the asset class behaves like a slightly higher-yielding Treasury with occasional sharp gap risk. Most of the return variance comes from duration, not from credit.

Example: the IG index trades at a 95 basis point option-adjusted-spread with an index duration of 7.0. A 25 basis point spread widening costs about 7.0 x 0.25% = 1.75% of price, wiping out several months of carry.

Related: high-yield, credit-rating, credit-spread-bonds, fallen-angel, spread-duration

See it drawn

Original diagrams for the ideas on this page. Illustrative, not real market data.

Bid-ask spread in an order bookSell orders stacked above buy orders with a gap between the best of each.SELLERS (asks)50.0690050.051,40050.0460050.011,10050.002,30049.99800spread = 0.03BUYERS (bids)
The bid-ask spread. Buy orders sit below, sell orders above, and the gap between the best bid (50.01) and best ask (50.04) is the spread you pay to cross. Bar length shows the size resting at each price.

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