Inflation-Linked Bonds and Real Return Investing Training Course

Introduction

The Inflation-Linked Bonds and Real Return Investing Training Course provides financial professionals with a comprehensive understanding of how to preserve capital and enhance portfolio performance in inflationary environments. With growing concerns around inflation volatility, this course equips participants with the tools to analyze, value, and integrate inflation-protected securities—such as Treasury Inflation-Protected Securities (TIPS) and inflation-linked bonds issued by sovereign and corporate entities—into long-term investment strategies. It also explores the role of real return assets in managing purchasing power risk and achieving more stable, inflation-adjusted returns.

Designed for institutional investors, asset managers, and portfolio strategists, this SEO-friendly program delivers actionable insights into the mechanics, market behavior, and portfolio applications of inflation-linked instruments. Through a combination of theory, analytics, and real-world case studies, participants will learn how to construct resilient portfolios that can thrive during periods of inflation uncertainty, while meeting long-term liabilities and return targets.

Duration: 5 days
Target Audience: Asset managers, pension fund managers, treasury professionals, sovereign wealth fund analysts, institutional investors, and financial advisors
Objectives:

  • Understand the structure and mechanics of inflation-linked bonds
  • Analyze real return strategies and inflation protection approaches
  • Price and value inflation-linked instruments using market data
  • Evaluate portfolio applications of inflation-hedging tools
  • Align investment policy with inflation and interest rate outlooks

Course Modules

  1. Introduction to Inflation and Real Return Investing
  • Economic drivers of inflation and inflation volatility
  • Impact of inflation on fixed-income investments
  • Concept of real return and purchasing power preservation
  • Traditional vs. inflation-linked investment strategies
  • Overview of inflation measures (CPI, PPI, RPI)
  1. Mechanics of Inflation-Linked Bonds
  • Structure of TIPS and other sovereign inflation-linked bonds
  • Principal adjustment and coupon calculation
  • Accrued inflation indexation methodology
  • Tax implications and deflation floor features
  • Differences across global inflation-linked bond markets
  1. Pricing and Valuation of Inflation-Linked Securities
  • Yield conventions: real yield vs. nominal yield
  • Break-even inflation and market-implied inflation expectations
  • Index ratio and clean vs. dirty pricing
  • Pricing models under different inflation scenarios
  • Duration, convexity, and sensitivity analysis
  1. Inflation Risk Management Strategies
  • Building inflation protection into portfolios
  • Role of inflation swaps and derivatives
  • Liability-driven investing and inflation hedging
  • Real asset alternatives: commodities, real estate, infrastructure
  • Diversification benefits of inflation-linked securities
  1. Global Market Landscape and Issuers
  • Overview of major inflation-linked bond issuers
  • Key characteristics of US TIPS, UK Gilts, Eurozone ILBs, and others
  • Market liquidity, issuance patterns, and investor base
  • Central bank monetary policy and inflation expectations
  • Cross-country inflation correlation and portfolio impact
  1. Portfolio Construction and Performance Analysis
  • Strategic and tactical allocation of ILBs
  • Role in pension funds and endowment portfolios
  • Blending ILBs with nominal bonds and risk assets
  • Backtesting performance during inflationary periods
  • Performance attribution and benchmarking
  1. Regulatory and Accounting Considerations
  • IFRS and GAAP treatment of inflation-linked securities
  • Reporting real returns and indexation gains
  • Compliance with investment guidelines and policies
  • ESG integration in inflation-aware portfolios
  • Regulatory disclosure and transparency standards
  1. Case Studies and Applied Investing Scenarios
  • Structuring a pension portfolio to hedge inflation risk
  • Analyzing break-even inflation and allocation shifts
  • Comparing TIPS to alternatives in inflation protection
  • Simulation: investing in global ILB markets under inflation stress
  • Building a multi-asset real return investment strategy

CERTIFICATION

  • Upon successful completion of this training, participants will be issued with Macskills Training and Development Institute Certificate

TRAINING VENUE

  • Training will be held at Macskills Training Centre. We also tailor make the training upon request at different locations across the world.

AIRPORT PICK UP AND ACCOMMODATION

  • Airport pick up and accommodation is arranged upon request

TERMS OF PAYMENT

Payment should be made to Macskills Development Institute bank account before the start of the training and receipts sent to info@macskillsdevelopment.com

 

 

Inflation-linked Bonds And Real Return Investing Training Course in Papua New Guinea
Dates Fees Location Action