UAO Research · June 10, 2026 · Pensions · Feeds: Pension Strategy Watch On July 1, CalPERS retires the strategic asset allocation model and begins
CalPERS retires asset-allocation targets July 1, rewires staff pay next week, and the private-credit split widens — plus one chart.
Where the desk's governed beliefs stand at day's end: what moved, what did not, the consensus blind spot, and what to watch next.
Transcript This is The Probability Desk, from Universal Asset Owners. Today: whether the risk-free rate — the number underneath nearly every long-
The Probability Desk — Tuesday, 9 June 2026 A probability-weighted scenario report from the UAO Probability Desk on the single number that
Tuesday, June 9, 2026 — the daily brief for the world's long-duration owners of capital. One labour-market number has
The state of the world The desk is tracking 10 structural risks at a combined radar load of 7.8/100 — 7
Tuesday, June 9, 2026 — the daily brief for the world's long-duration owners of capital. One labour-market number has
Cross-asset one-day moves after May payrolls (+172,000) surprised to the upside, Friday June 5, 2026 close. Source: CNN Business,
Where the desk's governed beliefs stand at day's end: what moved, what did not, the consensus blind spot, and what to watch next.
