Junk Bond

IntermediateBonds & Fixed Income1 min read

Quick Definition

A bond rated below investment grade (BB+/Ba1 or lower), offering higher yields to compensate for elevated default risk.

Key Takeaways

  • Rated below BBB-/Baa3 by major credit rating agencies
  • Higher yields compensate for greater default risk
  • The high-yield market exceeds $1.5 trillion in outstanding debt
  • Spreads over Treasuries widen during economic stress and tighten during expansions

What Is Junk Bond?

Junk bonds, more formally called high-yield bonds or speculative-grade bonds, carry ratings below BBB- (S&P/Fitch) or Baa3 (Moody's). These bonds offer significantly higher yields than investment-grade securities to compensate investors for the increased risk of issuer default. The high-yield market was revolutionized in the 1980s by Michael Milken at Drexel Burnham Lambert, who demonstrated that diversified portfolios of junk bonds could deliver attractive risk-adjusted returns. Today, the high-yield market exceeds $1.5 trillion and includes bonds from leveraged buyouts, companies undergoing restructuring, and "fallen angels" — formerly investment-grade issuers that were downgraded.

Junk Bond Example

  • 1A CCC-rated company might issue bonds at 10–12% yield when investment-grade bonds yield 4–5%
  • 2During the 2020 COVID crash, high-yield bond spreads widened to over 1,000 basis points before the Fed intervened