The Red Thread is UBS Asset Management’s ideas and insights platform. It brings long-term themes to life through clear analysis, original perspectives and dialogue across multiple formats.
What sets The Red Thread apart
Long-term thematic lens
We focus on the structural shifts shaping markets across cycles, beyond short-term market moves.
Direct from our investment teams
Perspectives come from UBS Asset Management portfolio managers, strategists and external thinkers, offering original views rather than consensus.
Multi-format dialogue
Ideas are explored across articles, in-depth publications, conversations and live events, so you can engage in the format that best suits you.
Explore our insights
Fresh perspectives on the themes reshaping markets, combining UBS expertise with viewpoints from external experts. Grounded in real-world dynamics, tested assumptions and translated into investment-relevant implications.
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.
Articles
Videos
Explore the Red Thread: In Conversation With interview series right here on this page, or watch on YouTube for easy access anytime.
The Red Thread Publication
A curated, deeper dive into the year’s most important investment threads, bringing together the key arguments, data points, and portfolio takeaways in one place.
LinkedIn Newsletter
Stay connected to the latest The Red Thread insights through our LinkedIn newsletter. A curated view on market themes, investment perspectives, new publications and conversations shaping long-term investor thinking.
Frequently asked questions
