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Alecta's US Bond Exit

I spent my Tuesday morning much like any other Swede: nursing a lukewarm oat milk latte and squinting at my banking app, wondering if my future self would be eating lobster or cold porridge. Then, a news alert flashed across my screen regarding Alecta —the titan of our pension world—deciding that US Treasury bonds are about as stable as a house of cards in a gale. It is a bit unsettling to realize that the "safest" assets on the planet are being dumped by the people holding my retirement keys. I couldn't help but wonder if this was a genius move to dodge a fiscal bullet or the start of a very long, very confusing headache for high earners like us. Alecta’s Strategic Exit: Securing Your Retirement Future The Rationale: Why Alecta is Moving Away from the US Last week, Alecta sent shockwaves through the financial sector by revealing it has liquidated the vast majority of its US Treasury holdings, totaling nearly 80 billion SEK. The fund cited a cocktail of ...

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