June 2026

Blue Owl, Ares Court Mexico’s $500 Billion Pension Fund Windfall

In Mexico City, the executives have arrived from the likes of Blue Owl Capital Inc., Ares Management Corp. and Golub Capital, all seeking a rare prize: a large pot of untapped money. Firms that haven’t made the journey may already have fallen behind. Mexican pension funds, known as Afores, represent a $500 billion opportunity for the biggest alternatives firms. They’re ballooning in size thanks to reforms that increased how much money is contributed to workers’ accounts, while other rule changes have...

Rising costs push US retirement target to $1.46 million

Survey shows retirement target jumps to $1.46 million A Northwestern Mutual survey found that Americans now believe they need $1.46 million to retire comfortably, a $200,000 increase from 2025 and matching the record high seen in 2024. The findings revealed that 46% do not expect to be financially prepared, while 48% think it’s likely they will outlive their savings. Persistent cost-of-living pressures, especially in housing, healthcare, and energy, are driving these higher expectations. Retirement comfort varies by wealth tier • Poor retirees often...

Why Hasn’t the Labor Shortage Pushed Up Real Wages?

For a dozen years, the Bank of Japan, the government, and stockbrokers have all been promising that a labor shortage in Japan will soon push up wages. And that faith is behind the BOJ’s decision that it’s time to normalize interest rates. Here’s the argument. Due to the declining working-age population, companies in 2014 offered 1.2 jobs for every job seeker. By 2019, the ratio had climbed to 1.6 and is now 1.2. So, it is argued: when demand...

The war on Iran could send UK pensions up in smoke

As a barrage of Iranian missiles rained down on the Fujairah oil terminal, the explosion was deafening and the destruction dramatic: a brutal fire, thick black smoke stretching into the sky – and untold damage to one of the region’s crucial pieces of fossil fuel infrastructure. The Fujairah terminal is part of the UAE’s key oil export route because it bypasses the Strait of Hormuz, loading up ships with about 1.7 million barrels per day. The attack on 4 May...

Pension funds in Chile gain appreciation for catastrophe bonds and are allocating: Report

Over the last few year’s we’ve noticed increasing interest in the insurance-linked securities asset class as an investment opportunity from institutions in Latin America and now pensions in Chile have reportedly begun allocating to catastrophe bonds. Helped by a number of years of consecutive strong performance, catastrophe bonds and ILS as an investable asset class is generating meaningful attention. This has resulted in capital flows that have helped to fuel the expansion of the cat bond market over the last few...

China. Aging population triggers demand for ‘senior toys’

China's rapidly aging population is fueling a new consumer trend for "senior toys". With over 300 million citizens aged 60 or older, families are increasingly turning to specialized games, puzzles and therapeutic toys to combat cognitive decline and elderly isolation. However, industry insiders warn that the emerging market is still failing to meet the complex needs of older adults. Guo Xiafei used to think her grandmother was fine living on her own. But during her rare home visits to Chengdu,...

US. Are you financially fulfilled? If not, your retirement plans are in danger.

Only 16% of Americans say they're financially comfortable, a new poll found Current money stressors can have a damaging impact on future financial stability in retirement. Present-day financial stress can have long-lasting implications on a person's future retirement - putting millions of Americans with money worries at risk. Almost a third of U.S. adults experience "consistent financial stress," according to a new Edward Jones and Gallup Money and Meaning poll released this week. Those consistent financial stressors include "straining to meet obligations,...

Amid market volatility and an ageing population, natural assets endure

Global finance is facing two demographic challenges. The first is the great wealth transfer now underway. Over the next quarter-century, $124trn will move from baby boomers to millennials and Gen Z. In 2025 alone, heirs inherited a record $297.8bn. This is set to be the largest wealth transfer in history, and along with it comes a shift in investment mindset because younger investors are increasingly approaching capital allocation differently. Some 99% of Gen Z and 97% of millennials express interest in sustainable investing. Within this, two-thirds of...

US. The Typical Couple’s Cost of Retirement in Every State

A typical American couple needs about $1.16 million saved to retire comfortably—less per person than what a single retiree needs. The average retired couple spends about $84,000 a year, with Social Security covering less than $38,000 of that amount. The savings needed to fill the gap varies widely by state, from $800,000 in North Dakota to as much as $1.33 million in New Jersey and Hawaii. A typical American couple age 65 or older needs about $1.16 million saved to retire...

Czech ministry proposes slashing pension fund fees, boosting equity allocations

The Czech Finance Ministry plans legal changes to cut fees charged by private pension ​funds and boost equity investments to improve long-term returns, minister Alena ‌Schillerova said on Wednesday. About 4 million Czechs use funds run by nine private fund managers, but participation has been declining and returns have been weak due to ​conservative strategies and fees. The main proposal for the system, which manages ​around 660 billion crowns ($32 billion) in assets, would scrap performance ⁠fees on capital gains and...