The Red Thread

Red Thread Research
The new year-end 2024 edition: 'Diversification: The art of understanding asset correlations'
In the moment
- A focus on climate can achieve multiple investor goals
- Nil, Baby, Nil: Stagnating Oil Production Growth in the U.S.
- Reimagining the single market: part one
- Europe: A strategic overweight?
- Reimagining the single market: part two
- Europe’s regulatory balancing act
- Finding Europe‘s elusive alpha
- Structural shifts in Europe’s credit ecosystem
- Walls of worry
- The world rethinks (not rejects) US debt
Market updates
- 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
- 2025 Fixed Income Default Study
- Buying bonds
- Can anything stop US exceptionalism?
- US election: Assessing the scenarios