UAO Research
When the world's biggest pools all tilt home at once, who is left to fund the global build-out?
UAO Research · May 28, 2026 · Capital flows · Feeds: Capital Flow Watch The hook is a single afternoon meeting in Seoul. South Korea&
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UAO Research
Does the total portfolio approach make a pension a better allocator — or just a faster one into private markets?
UAO Research · May 27, 2026 · Pensions & Retirement · Feeds: Pension Strategy Watch On July 1 CalPERS retires the strategic asset allocation model
UAO Research
The price of co-investing with a sovereign: when state capital becomes AI's marginal buyer
UAO Research · May 26, 2026 · Sovereign Capital · Feeds: Sovereign Wealth Monitor Sovereign capital crossed $15tn in 2025 and is now the foundational
UAO Research
Is the long bond still the anchor? When the term premium rises everywhere at once
UAO Research · May 25, 2026 · Macro / Capital Markets · Feeds: the duration theme that recurs in The Universal Owner Risk Radar For most
UAO Research
When the index manager stops being your proxy: does unbundling stewardship strengthen the universal owner's voice — or hollow it out?
UAO Research · May 22, 2026 · Stewardship, Governance & Risk · Feeds: The Universal Owner Risk Radar For most of the past decade, a
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