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Japan FX: Public and private pension funds-20260728
花旗· 2026-07-28 12:15
Vi e w p o i n t | 27 Jul 2026 23:09:48 ET │ 13 pages Public and private pension funds CITI'S TAKE A change in the portfolio of the GPIF and other public pension funds looks increasingly probable, but we do not expect a dramatic change in the medium term. Given the recent rise in yields we expect corporate pensions and other pension funds to increase their investment in yen bonds over time but do not think there are large amounts of funds available for investment. Even so, there has for some time been ongoi ...