The Red Thread

The Red Thread I Alternative alpha
2025/26 edition
A fundamental reshaping of portfolios is underway. As alternative investing is on the rise, the boundaries between public and private markets are blurring, opening access to strategies once reserved for institutional investors.
In the moment
- Unified Global Alternatives 鈥 Hedge Fund Bulletin
- Real Estate Outlook 鈥 Switzerland, Edition 1H26
- UK Equities 鈥 Beyond the AI turbulence
- EM corporate debt: A misunderstood asset class
- The power of co-investment
- Chinese equities: The next era of growth
- Rebuilding diversification: China, Asia and the next opportunity set
- When the old rules no longer apply
- Adjusting to evolving trends
- Asian Credit Outlook 2026






