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Natural capital is often framed as a narrow sustainability theme. A more useful way to think about it is that the biodiversity it supports and the ecosystem services that flow from it are part of the operating backbone of the real economy: the water, waste and environmental systems that allow cities to function, industries to expand and societies to remain productive under tightening resource and regulatory constraints. That is why the investable universe for natural capital solutions is broader, and more economically relevant, than it is often given credit for.
The datacentre power supercycle is rewriting the investment case for utilities. Jean Hugues de Lamaze, Portfolio Manager, Redwheel Ecofin Listed Infrastructure, explores how surging datacentre electricity demand is colliding with ageing grids and an unfunded infrastructure capex cycle in North America and Europe.He highlights the areas of the market he believes are best placed to capture the “datacentre power premium”, from baseload generators with spare low carbon capacity to grid owners modernising networks.
As global equity indices become ever more concentrated, staying close to a benchmark can carry risks investors may not fully appreciate. Filippo Neumaier in Redwheel’s Value & Income team examines why higher tracking error can sometimes be the consequence of maintaining a genuinely diversified portfolio.
In their latest insight the Redwheel Emerging and Frontier Markets team examines the increasingly demanding earnings expectations behind the technology rally. They explore the risks posed by elevated valuations, pressure on free cash flow, shifting investor sentiment and constraints on datacentre expansion - and ask whether the music can keep playing.
The Redwheel Emerging and Frontier Markets team explores the concentration challenge facing investors today and maps out under‑owned countries, sectors and themes that the team believes offer a richer blend of structural growth and genuine diversification.
Shaul Rosten, Analyst with the Redwheel Value and Income team looks at the striking similarities between today’s market exuberance and the dotcom era, highlighting stretched valuations, record IPO activity and the dominance of the technology sector.
Growing electricity demand and security of supply concerns put geothermal energy in the solutions spotlight. Geothermal provides near‑zero‑emissions baseload and flexible power plus direct heat at stable operating costs, with minimal land footprint and no fuel inputs.
Regulation is beginning to catch up to manage the risks posed by AI development and deployment. As China and the European Union continue to lead the way with innovative AI laws, some emerging markets are following suit in adopting a risk-based approach to AI regulation. In the United States, given the severe environmental and social impacts of data centres, some states are proposing bills to protect communities from absorbing the negative externalities of existing and new projects. Against this backdrop, this piece provides investors with a summary of the four key developments in AI.
Europe remains heavily exposed to fossil fuel supply shocks, with energy import dependency higher than most other major global economies. Against this backdrop, the European Commission’s new Electrification Action Plan sets a highly ambitious indicative target to double electricity’s share of EU final energy consumption by 2040 and backs it with several proposed measures. Read the Greenwheel team's view on what this could mean for investors.
The latest Greenwheel Insights paper argues that the transition is both more advanced and more resilient than current market sentiment suggests. It shows how renewables and electrification are already reshaping useful energy demand, driven by record clean energy investment and accelerating deployment in solar, storage and EVs.
Greenwheel’s latest insights piece explores how investors should assess companies operating in conflict-affected and high-risk areas, using heightened human rights due diligence to identify, prioritise, and mitigate conflict and human rights risks. It argues that responsible business can also support stability, resilience, and peace-positive outcomes.
New research from Redwheel’s Greenwheel team reviews a recent report on the April 2025 Iberian blackout. With 21 recommendations, it urges stronger grid investment, better renewable integration, and harmonised EU access rules under the forthcoming Grids Package.