Sep. 4 at 2:53 PM
$RITM Very interesting article below - this will hopefully provide some extra tailwind for mREITS and RITM . The development to watch now isn't Norway itself. It is whether other SWFs, pension funds, insurers, banks and bond funds follow the same and also switch from Treasury to MBS/securitized-credit rotation. If that becomes a sustained
$200–500B+ allocation shift, I would consider it a material positive catalyst, including for RITM https://www.cnbc.com/2026/09/04/worlds-biggest-sovereign-wealth-fund-plans-to-cut-treasury-holdings.html