Negative Convexity in Callable Bonds

soulful ska, chillwave, hyper-egyptian

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Lyrics

[Verse 1]
Picture a bond that pays you well
Company holds the calling bell
When interest rates begin to slide
They'll yank it back, nowhere to hide
Regular bonds climb mountain high
But callable ones just wave goodbye

[Chorus]
Negative convexity, the ceiling's getting low
When rates drop down, your gains won't grow
Duration starts to flip and sway
Unstable as the issuer's way
Call protection fades away
Negative convexity today

[Verse 2]
Think of a rocket with a chain
Price appreciation feels the strain
While normal bonds keep soaring free
Yours hits a wall at call decree
The company wins when rates decline
They'll refinance and leave you behind

[Chorus]
Negative convexity, the ceiling's getting low
When rates drop down, your gains won't grow
Duration starts to flip and sway
Unstable as the issuer's way
Call protection fades away
Negative convexity today

[Bridge]
Lower rates should mean more wealth
But callable bonds hurt portfolio health
Duration shortens, price gets capped
In the call option, you've been trapped
Asymmetric risk unfolds
When the issuer controls what they sold

[Verse 3]
Graph it out, the curve bends back
Convexity turns from white to black
Premium shrinks as call date nears
Reinvestment risk appears
What seemed sweet becomes quite sour
When the company holds the power

[Chorus]
Negative convexity, the ceiling's getting low
When rates drop down, your gains won't grow
Duration starts to flip and sway
Unstable as the issuer's way
Call protection fades away
Negative convexity today

[Outro]
Remember when you see that call
Price upside hits a wall
Negative convexity
Caps your opportunity

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