alt Hacker News>some large pension funds have removed 1/4th of their investments in the US in less than a year.
I saw the news about the danish fund dropping some of their US investment and on closer inspection, in absolute terms it was a drop in the bucket. Mostly an optics maneuvre.
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microtonal • yesterday at 4:51 PM
A single Dutch pension fund that was much larger (ABP, IIRC one or two orders of magnitude) retracted 1/4th (10 billion). But they only found out after journalists checked out a year report. Most pension funds just don't talk about it, because (1) they do not want the value of their assets drop too much as long as they haven't moved them; and (2) they do not want to draw the ire of the Trump administration in the meanwhile.
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Again, non dollar investors are flat since start of 2025. This isn't just politicisation (although that's part of it), it's that other markets are doing better than the US for now.
This will be a slow process, but the direction seems pretty clear (I fully expect to see a major economy introduce capital controls within the next twenty years).