medium · FRM Part 1 Financial Markets and Products

A Treasury bond portfolio is hedged against a parallel shift in interest rates using bond futures. However, the yield curve undergoes a 'twist' where short-term rates fall and long-term rates rise.

What is the most likely outcome?

  1. The hedge stays fully effective since duration captures all yield curve movements, parallel or not.
  2. The hedge will fail to perfectly protect the portfolio because it only accounted for a single, parallel shift in yields.
  3. The basis converges to zero at once, wiping out any chance of a hedging loss on the position.
  4. The portfolio gains overall, since falling short rates lift the value of every bond in the book regardless of maturity.

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