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Rates & BondsIntermediate

Investment Grade

Bonds rated BBB-/Baa3 or above by major rating agencies — considered low enough default risk for institutional investors and pension funds.

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Investment grade (IG) refers to bonds rated BBB-/Baa3 or higher by S&P/Fitch and Moody's, respectively. These issuers have strong enough balance sheets that institutional investors — pension funds, insurance companies, and many mutual funds — are permitted or required to hold them.

IG bonds carry tighter credit spreads than high-yield because the probability of default is low. When a company is downgraded below IG to "junk" (a "fallen angel"), it triggers forced selling by institutions that can only hold IG — causing sudden spread widening and price drops.

The IG corporate bond market is massive: over $7 trillion outstanding. Its spread movements are a direct input into corporate CFOs' borrowing cost decisions.

#credit#fixed-income#risk

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