Korea's National Pension Service votes today on lifting its domestic-equity target — the fourth simultaneous home-tilt at the policy level by a mega-allocator in one year. Indonesia's INA discloses $4.2bn deployed with 30% in digital infrastructure. New York City stretches its pension funding timetable for a $5bn long-run cost. The long take: when the world's biggest pools all tilt home at once, who funds the global build-out.

Full brief and sources: https://www.universalassetowners.com