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SI212: Trend Following in a Soft, Hard or No Landing ft. Alan Dunne

Top Traders Unplugged

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Pensions and Liquidity

There's a lot going on with respect pensions because obviously when rates go up as i say your your liability side goes down and so the other part of this is you may see more liquidation on the acid side there was a suggestion that uk pension plans might now turn to be sellers of property which would be something you can sell very quickly. There could be multiple kind of second order effects here and how it's going to play out but people tend to focus on the negative aspects of this storyYeah there could be there could be a sister yeah i don't know if there's a systemic problem there could be challenges but i think there's um several different things we need to look at in

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