Alternative Assets Face Another Stress Test

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.