Что сейчас делать с облигациями?

The Bank of Russia is cutting its key rate, but bond prices continue to fall. Why is this happening? What's next for the rate and the debt market? Which bonds are more attractive now: fixed-rate or floating-rate, ruble-denominated or foreign-currency-denominated? Anton Kulikov, Head of Debt Market Analysis at BCS, discusses all this. The moderator of the broadcast is Maxim Shein, Director of Wealth Management at BCS. Useful links: June 11, 6:00 PM Moscow time | Closed broadcast with Anton Kulikov: https://cutt.ly/Qt0IB0EL Open an account with BCS: https://s.bcs.ru/G2gFO OPIF "BCS Russian Bonds": https://cutt.ly/ttXMdI4L BCS Express Telegram channel: https://t.me/+7Df0e7F82Ds5MGEy BCS World of Investments Telegram channel: https://t.me/+St601Uv_LL9hNmYy 00:00 Starting soon 01:35 Introduction 02:05 What's happening in the OFZ market? 05:46 OFZ yields 08:16 Can corporate bond yields be lower than OFZ yields? 09:21 Bond Ideas 10:04 The Impact of the Central Bank's Tight Policy 12:34 Bond Favorites 16:40 Why is ID Collect Borrowing? 18:16 AFK Sistema Bonds 20:33 Corporate Bonds 21:56 Key Rate Forecast 23:28 What Can You Earn on OFZs? 26:24 Announcement of a Special Broadcast with Anton Kulikov 27:26 On the Reliability of Polyplast and Domodedovo Substitutes 30:09 On the Reliability of Electroreshenia LLC Bonds 30:46 On Samolet Bonds 33:24 On APRI Bonds 35:53 On Eurotrans Bonds 38:01 Is It Worth Participating in the RedSoft Placement? 38:34 Is it worth buying Borets? It seems to be no worse than ABZ? 40:57 About Oil Resource bonds 44:26 Conclusion