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Edition December 2024Liquidity has become the number one issue for LPs in today’s private equity market. As holding periods stretch longer than anticipated and unrealized values reach record highs, ...

Secular themes will continue to provide tailwinds for the asset class, but investors will need to be thoughtful about their investment process, and avoid herd mentality especially within ‘hot’ ...

On entering 2025, we expected a recovery in global real estate markets to gain momentum. The tariffs have created new uncertainty and will likely see a pause in transaction activity as investors take ...

Investor sentiment remains subdued in 2024. Private markets fundraising continues to be challenging, but dry powder for private markets is also at the lowest level since 2021. When measured as a ...

Our semi-annual insights into private marketsThe Red Thread Private Markets, Edition May 2025 Our semi-annual insights into private markets ...

Edition December 2024Public credit markets have generated positive total returns in 2024. Over the course of the third and fourth quarters, the pace of spread tightening has accelerated and spreads in ...

UBS reports 2Q25 net profit of USD 2.4bn and USD 4.1bn for 1H25 with integration remaining on track; invested assets reach USD 6.6trn ...

UBS has withdrawn from the Net-Zero Banking Alliance following its annual assessment of sustainability- and climate-related memberships.

Emerging markets have often been at the mercy of global rate cycles. But this time, EM central banks are leading the way—tightening early, taming inflation, and potentially preparing to ease before ...

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