hard · Debt Capital Markets

An investor is performing a 'carry and roll-down' analysis on a 4-year bond yielding 4.5% in an environment where the 1-year repo rate is 3.0%.

If the 3-year yield is 4.1% and the bond's modified duration is 3.5, what is the total 1-year expected return if the curve remains static?

  1. 2.90%
  2. 1.40%
  3. 0.40%
  4. 1.50%

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