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November 2020

Carry investment Wikipedia

This has been comparable with the performance statistics of conventional carry. However, while the conventional carry strategy has taken long (receiver) positions in 83% of all cases, the gap-adjusted carry was roughly equally long and short over time and across markets. As a result, correlation of the PnL with the U.S. rates markets has been just 35% and correlation with global directional risk (equity, credit and carry FX) has been near zero. Moreover, the overweight of individual countries’ PnL contributions has been less critical for value generation. One investment strategy...

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