Swedish Alecta has sold off an estimated $8B of US Treasury Bonds

191–192 of 192 posts

Re: Swedish Alecta has sold off an estimated $8B of US Treasury Bonds

#191

Post by dripdry45 » Sat, Jan 24, 2026, 5:10 AM UTC

dripdry45 wrote: post #190

toast0 wrote: post #72

Earlier quoted context omitted.

If you divest US bonds, you would probably put them into bonds from other nations (and corporate bonds from non-US companies), easiest thing is to try to find a index to track; Vanguard's BNDX tracks the Bloomberg Global Aggregate ex-USD Float Adjusted RIC Capped Index (Hedged). In a mark to market world, the value of a bond is its acquisition cost, so buying bonds enough to raise prices increases their value, but no…

Large institutions have been moving in this direction for about a year. I just put together a fairly more stable and diversified portfolio that is effectively only about 15% in the US. It involves some short-term private equity, lots of commodities, European cyclicals and financials, some small Deep value, energy and climate change infrastructure is on solid ground and being well funded around most of the world… they…

Oh, and a bunch of foreign currency baskets and emerging markets debt denominated in the local currency

Re: Swedish Alecta has sold off an estimated $8B of US Treasury Bonds

#192

Post by linkregister » Mon, Jan 26, 2026, 6:00 AM UTC

throwaway2037 wrote: post #117

linkregister wrote: post #63

Earlier quoted context omitted.

[American perspective] In February I looked toward Euro bond markets as a safe haven for increasing Treasury yields, but the choices did not look good. For starters it appears to be impossible to even trade in foreign bonds with traditional brokerage accounts in the United States (hosted by E-trade, Morgan Stanley, Charles Schwab, etc). Additionally, French bonds, while likely less-correlated with US Treasuries than…

> For starters it appears to be impossible to even trade in foreign bonds with traditional brokerage accounts in the United States (hosted by E-trade, Morgan Stanley, Charles Schwab, etc). Try Interactive Brokers. They are US-based, but offer accounts in most other countries. (Insane list here: https://www.interactivebrokers.com/en/accounts/open-account-... ) I frequently recommend them here, so much so that I must l…

Thank you so much for sharing this info. Your response is why I keep coming back to this often ridiculous website.

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