Pensions

Discussion List

  • sam_c
    Positive pensions news, funding ratio @ 100%
      Obvious question is, will they lock in these gains?  Will they buy a bunch of UST's when they lock in the gain keeping yields low?     
    sam_c 2 views 3 comments Most recent by Ralph Humphrey Real Vision
  • sam_c
    Global public pensions report 2020 from the Official Monetary and FinancialInstitutions Forum (OM...
    RV has made really good videos that talked about all the different issues pensions face.  But in case you wanted extra readings here is this Global pension report you can look into, it is made by insiders and lets you peek at how they see the world.  There is something in it for everyone, PE, Governance, return assumptions, portfolio construction and also Demographics.    Do you outperform your pension fund?  . Canada Loves PE too At the end, there is also a nice overview of the t…
    sam_c 1 view 11 comments Most recent by Dean McClelland Real Vision
  • Real Vision
    Pensions in Crisis with Fredrik Nerbrand and @"Raoul Pal" In the first part of his exploration in...
    Pensions in Crisis with Fredrik Nerbrand and @"Raoul Pal" In the first part of his exploration into demographics, Raoul Pal speaks to CIO Fredrik Nerbrand about the structural threats that pensions face. A chief investment officer of a family office, Nerbrand shares his analysis on how a country’s future growth pattern is inextricably linked with its demographic curve and how countries that can’t replace their working-age population face dire risks as their aging populations stop wor…
    Real Vision 1 view 1 comment Most recent by Tom Emmet Real Vision
  • jack_f
    Raoul's Exploration into Demographics
    begins today. He interviews Fredrik Nerbrand about how a country’s future growth pattern is inextricably linked with its demographic curve and how countries that can’t replace their working-age population face dire risks as their aging populations stop working and start replacing stocks with bonds in their portfolio. Nerbrand is the chief investment officer of a family office and he and @Raoul Pal share how investors can prepare for these dangers, and how being aware of these risks is actually…
    jack_f 3 views 1 comment Most recent by Paul Harte Real Vision
  • sam_c
    TIL: the worlds biggest pension fund (Japan's GPIF) mainly uses passive strategies.
      Source: "Breaking Down the Elements of Passive Management  to Enhance Sophistication: GPIF Initiatives"  
    sam_c 1 view 1 comment Most recent by james_w Real Vision