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SIE: Debt Securities
SIE practice questionhardInterest rate risk

A pension fund has substantial investments in long-duration bonds. Which scenario creates the greatest concern about interest rate risk?

  1. AInterest rates fall sharply
  2. BInterest rates remain flat
  3. CInterest rates rise sharply✓ Correct answer
  4. DThe stock market rallies
Explanation

Why CInterest rates rise sharply

Rising interest rates will reduce the value of long-duration (long-term) bonds most dramatically. The other scenarios pose less threat of price decline.

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