medium · Debt Capital Markets

Why is 'Negative Convexity' a characteristic of callable bonds when interest rates fall?

  1. The coupon rate automatically increases when the bond is in a 'call window'.
  2. The bond's duration increases as rates fall, making the price more sensitive to further moves.
  3. The investor has the right to force the issuer to pay a higher premium when rates are low.
  4. The price appreciation is capped because the issuer is likely to call the bond at a fixed price.

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