easy · Certified Financial Planner Retirement

Darby is reviewing a bond portfolio and notices that interest rates are expected to fall.

If Darby wants to understand how the true price of the bonds will change relative to a linear duration estimate, which statement is most accurate regarding bond convexity?

  1. Convexity and duration will provide identical price estimates when interest rates fall.
  2. The true price will always be slightly lower than the linear duration estimate.
  3. The true price will be identical to the estimate only for zero-coupon bonds.
  4. The true price will always be slightly higher than the linear duration estimate.

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