hard · Debt Capital Markets

Which of the following describes the impact of 'negative convexity' on a residential mortgage-backed security (RMBS) as interest rates decline?

  1. The credit risk of the underlying borrowers will increase due to lower rates.
  2. The bond's price will rise faster than a comparable Treasury bond.
  3. Prepayments will accelerate, returning principal to investors just as reinvestment yields are falling.
  4. The duration of the bond will increase, making it more sensitive to further rate cuts.

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