medium · Certified Financial Planner Risk Management

A financial planner is evaluating bond positions for the Bergstrom portfolio. If interest rates are projected to fall significantly, the planner observes that the actual price increase of their long-term bonds is higher than the estimate provided by the bonds' duration.

This phenomenon is best explained by which concept?

  1. Bond Convexity
  2. Macaulay Duration
  3. Immunization
  4. The Reinvestment Rate Effect

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