medium · Asset-Backed Securities collateral

Why does an Interest-Only (IO) strip have 'negative duration' in many interest rate scenarios?

  1. Because most IO strips are typically structured as floating-rate notes subject to periodic LIBOR interest rate caps
  2. It primarily reflects the well-documented 'burnout' effect observed within the underlying mortgage loan collateral pool
  3. When interest rates fall, prepayments accelerate, reducing the total interest cash flows and causing the bond price to drop
  4. When interest rates rise, the applicable discount factor increases at a faster pace than the projected coupon income stream received

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