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.
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.

The Red Thread: Alternative alpha
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.

