corporate DB plans
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 9, 2025 by Eric Mogelof · across every show →
Everything said about corporate DB plans, oldest first
Oct 9, 2025
Mogelof: Corporate DB plans hold 50-60% fixed income, 20%+ alts
“Now, about 20 years ago, there was some accounting changes which gave companies a really strong incentive to start moving more assets to a liability hedge, and so that's why you probably see north of 50 to 60% in fixed income, but still 20 plus percent in alte…”