One Of 2011’s Unlikeliest Safe-Havens Is Continuing Its Surge


One of the unlikeliest safe havens in 2011 was UK gilts (bonds).

Because of its high debt load and dreadful economy, people don’t frequently talk about gilts as a safe haven on part with US Treasuries, but they performed just as well (for reasons that we explained here).

Today yields on the 10-year gilt are dropping below 2% for the first time since Bloomberg started keeping score, perhaps in keeping with a year end move by managers to get into assets that have performed well lately.

Quant ESG With PanAgora Asset Management’s George Mussalli

investValueWalk's Raul Panganiban interviews George Mussalli, Chief Investment Officer and Head of Equity Research at PanAgora Asset Management. In this epispode, they discuss quant ESG as well as PanAgora’s unique approach to it. The following is a computer generated transcript and may contain some errors. Q3 2020 hedge fund letters, conferences and more Interview . Read More

Here’s a look at their amazing year.

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