Cover of The Red Thread: The Line That Shapes The Market

The Red Thread: The Line That Shapes The Market

The Red Thread: The Line That Shapes The Market

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As traditional asset classes face increased pressure in 2026, we explore a redefined investment horizon. Two UBS experts will explore the increasingly central role of alternatives—including private credit, private equity, hedge funds, real estate and infrastructure—in building durable portfolios that can withstand global shocks.Copyright © Dow Jones & Company, Inc. All Rights Reserved. Economics Personal Finance
Episodes
  • Investing in the Age of AI Disruption
    17 Sep 2026

    AI may transform the economy without guaranteeing investors the returns they expect. Barry Gill and Sonja Laud, co-heads of investment at UBS Asset Management, highlight what history can teach us about technology-driven disruption, how AI is changing the risk equation and where investors may find opportunity.


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    18 min
  • The Perception Gap: Rewriting the Emerging Market Narrative
    18 Aug 2026

    The investment narrative around emerging markets is changing. Greater resilience, stronger policy frameworks and shifting geopolitical dynamics are creating new opportunities, even as outdated perceptions persist. Shamaila Khan and Max Castelli of UBS Asset Management discuss why investors are taking a fresh look—and how emerging markets are reshaping global portfolios.


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    20 min
  • Noise vs Signal: Underlying Risk and Rewards in the Credit Markets
    22 Jun 2026

    Credit markets have remained resilient, but the landscape facing investors is growing more complex. As private credit expands and volatility gives way to greater dispersion, identifying genuine value and avoiding hidden risks requires more selectivity than ever. Jerry Pascucci and John Popp of UBS Asset Management discuss the forces reshaping credit in 2026, from evolving client expectations and demands for transparency to the rise of AI.


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    20 min
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