hard · FRM Part 1

A manager maintains a duration-matched portfolio to a liability using a barbell strategy (short and long maturity bonds).

After a period of six months with no change in interest rates, how will the portfolio's duration most likely change relative to the liability's duration (assuming the liability is a single lump-sum payment)?

  1. The portfolio duration will increase because the coupons are reinvested.
  2. The durations will remain matched because time passage affects all fixed-income instruments equally.
  3. The liability duration will decrease faster because it has no convexity.
  4. The durations will drift apart because the duration of the barbell portfolio and the bullet liability decline at different rates over time.

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