Deck 10 – Risk & Return

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Question

Why does matching investment horizon to Macaulay duration immunize a coupon bond?

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Answer

Price risk and reinvestment risk exactly offset.

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Question

If an investor's horizon is longer than a bond's Macaulay duration, which risk dominates?

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Answer

Reinvestment risk dominates.

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Question

Why do price risk and reinvestment risk move in opposite directions when yields change?

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Answer

Higher yields lower price but increase reinvestment income, and vice versa.

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Question

If an investor's horizon is shorter than a bond's Macaulay duration, which risk dominates?

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Answer

Price risk dominates.

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