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  • Episode 534
  • 30 Dec 2024
  • 17 min

The Red Thread: diversification edition

Sponsored by UBS Logo

  • The Bulletin with UBS
  • Episode 534
  • 17 min

We explore the most recent edition of UBS Asset Management’s flagship thought-leadership paper, ‘The Red Thread’, which is focused on diversification. Long a central tenet of investment theory, many assumptions about the strategy have been tested of late due to the dominance of the so-called “Magnificent Seven” tech companies. Our…

Host
  • Tom Edwards

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