ING
A bigger round of Dutch pension transitions puts curve steepening back in play
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https://think.ing.com/articles/a-bigger-round-dutch-pension-transitions-puts-curve-steepening-back-in-play/
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4 itemsING THINK
A bigger round of Dutch pension transitions puts curve steepening back in play
The desk believes that the upcoming transition of over €900 billion in Dutch pension assets in 2027 sets the stage for a notable curve steepening in the EUR swap market. Per the full note from ING, the substantial asset transition reflects ongoing reforms within the Dutch pension system, moving from defined benefits to defined contributions. This shift is expected to exert upward pressure on the 10s30s curve, potentially yielding an increase of 10-20 basis points as the market reacts to this significant influx in longer-dated asset allocation demands.
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