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
- Unified Global Alternatives 鈥 Hedge Fund Bulletin
- UK Equities 鈥 Beyond the AI turbulence
- EM corporate debt: A misunderstood asset class
- Let your bonds work smarter
- Unified Global Alternatives 鈥 Hedge Fund Bulletin
- The power of co-investment
- Housing crisis
- Chinese equities: The next era of growth
Market updates
- Rebounding from a supply shock
- More growth, less heat
- The key to this cycle鈥檚 resilience
- Asia: Reform, innovation and room to run
- The Fed: Now and Later
- Moment of clarity
- Can markets look past a worsening economy?
- The 鈥楽ell America鈥 trade and its limitations
- Trump has constraints
- Making diversification great again







