The Red Thread is 麻豆社 Asset Management鈥檚 ideas and insights platform. It brings long-term themes to life through clear analysis, original perspectives, and dialogue across multiple formats.
Explore our insights
Fresh perspectives on the themes reshaping markets, combining 麻豆社 expertise with viewpoints from external experts. Grounded in real-world dynamics, tested assumptions, and translated into investment-relevant implications.
- Value investing in AI narrative-driven markets
- Alternative alpha
- The great portfolio reset
- Embracing alternatives in a supply-driven world
- When credit demand follows supply
- Is the hedge fund juice still worth the squeeze?
- Transition leads to opportunity in global real estate
- Engineering Alpha at scale
- Europe Edition
- Reimagining the single market: part one
- Europe: A strategic overweight?
- Finding Europe鈥榮 elusive alpha
- Reimagining the single market: part two
- Walls of worry
- Structural shifts in Europe鈥檚 credit ecosystem
- Europe鈥檚 regulatory balancing act
- The Diversification Edition
- The Red Thread 鈥 Diversification edition 鈥 Webinar
- A brief history of diversification
- The non-linearity of diversification
- Needles in haystacks
- The beauty of indexing
- Diversifying the diversifier
- The evolving role of private equity in diversified portfolios
- Comparative & competitive advantages
- Investing through change
- Megatrends and disruptive innovation
- The investor鈥檚 dilemma
- Magnificent moats?
- A tug-of-war transition
- Nomadic survival
- Filling the void
- The inflection point
In conversation with...
Dialogues with leading thinkers and practitioners. Designed for exchange, not just consumption. Hear the debate, challenge consensus views, and sharpen decision-making.
The Red Thread: Alternative alpha
A curated, deeper dive into the year鈥檚 most important investment threads, bringing together the key arguments, data points, and portfolio takeaways in one place.
