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 – Hedge Fund Bulletin
- Value investing in AI narrative-driven markets
- Strategic allocation to emerging markets
- Evolving for real estate 3.0
- Unified Global Alternatives – Hedge Fund Bulletin
- Real Estate Outlook – Switzerland, Edition 1H26
- Unified Global Alternatives – Hedge Fund Bulletin
- Broadening perspectives
- UK Equities – Beyond the AI turbulence
- EM corporate debt: A misunderstood asset class




