The Allocators Playbook
MPK's CIO on Buying Gold, Dumping Tech and Waiting for Real Estate to Bottom
25:41
Migros Pension Plan CIO Stephan Bereuter joins Allocators Playbook to break down how the CHF 30bn Swiss fund turned a 2023 insurance-linked securities trade into one of its best contrarian bets — bought when everyone else was selling — and why he's not chasing the next "ILS moment." He also talks through where MPK is hunting for opportunities now: cooling conviction on data centers despite being…