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Japan’s Noritz pension fund sees dark clouds in 2024

The corporate pension fund is preparing its portfolio for a worse scenario than expected by most and is focused on creating alpha.
Japan’s Noritz pension fund sees dark clouds in 2024
With a forecast of sticky inflation and relatively high interest rates taking their toll on the global economy, Japan-based Noritz Corporate Pension Fund is preparing its portfolio for changes in financial markets. Kiyoshi Iwashina, Noritz Corporate Pension Fund The pension fund is reducing its long-only, passive management, and focusing on finding managers who can “really gain alpha,” Kiyoshi Iwashina, chief executive officer and chief investment officer at the f…
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