UBS Asset Management's latest Red Thread publication assesses how alternative investments are performing in a world of elevated uncertainty and shifting macro conditions.
- Private markets and infrastructure continue to demonstrate resilience despite geopolitical and inflationary pressures.
- AI-related investment remains a key source of growth, particularly for digital infrastructure and data centers.
- Selectivity and active management are becoming increasingly important as sector performance diverges.
Where are the most compelling opportunities emerging across alternatives? The full report provides a detailed sector-by-sector outlook.
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