A "tilt home" decision in Seoul, a $4.2bn AI bet from Jakarta, and one chart of the new mega-allocator policy mix.
In this episode
- Korea's $1.2trn pension fund is about to vote on pulling more capital home.
- Indonesia's young sovereign wealth fund has quietly committed nearly a third of its capital to digital infrastructure.
- New York City just told its pension funds to slow down — and shifted $5bn of cost onto the next generation.
- Background — CPP Investments has put a number on the alternative-credit pivot.
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Produced and edited by the UAO editorial desk. Not investment advice.