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Chartered Investment Manager (CIM) Practice Exam · Question

A Canadian bond portfolio manager expects interest rates to fall significantly in the coming months. Which fixed-income portfolio strategy would be most appropriate to capitalize on this expectation?

When interest rates are expected to fall, bond prices with longer durations will appreciate more significantly. Increasing duration positions the portfolio to b

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Question: A Canadian bond portfolio manager expects interest rates to fall significantly in the coming months. Which fixed-income portfolio strategy would be most appropriate to capitalize on this expectation?

Answer options: ✅ Increasing the portfolio's duration.

  • Decreasing the portfolio's duration.
  • Shifting investments from long-term bonds to short-term bonds.
  • Investing heavily in callable bonds to capture higher yields.

Correct answer: Increasing the portfolio's duration.

Explanation: When interest rates are expected to fall, bond prices with longer durations will appreciate more significantly. Increasing duration positions the portfolio to benefit from falling rates.

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