The Red Thread

Red Thread Research
The new mid-year 2025 edition: “Europe: A crossroadsâ€
In the moment
- Charting new currents
- Demographic drivers and their investment opportunities
- Real Estate Outlook – Switzerland, Edition 2H25
- Evolution of corporate credit
- Building the future of innovation
- Alternative realities
- How to construct an alternatives portfolio
- Oil and gas
- A spirited return to Asia and China
- China Bonds: Diversification potential beyond the Dollar
Market updates
- Asia: Reform, innovation and room to run
- Emerging markets fixed income
- The Fed: Now and Later
- Moment of clarity
- Can markets look past a worsening economy?
- The ‘Sell America’ trade and its limitations
- Trump has constraints
- Making diversification great again
- American ‘Un’-exceptionalism?
- Navigating tariffs