News & insights
Communities face human rights risks across the entire AI value chain. New forms of human rights risks emerge for communities, particularly in the establishment of data centres and the development and deployment of AI systems. Read on to find out how investors could learn from this.
Over the last years, artificial intelligence (AI) has become a fixture of our lives. Amidst the new AI boom, an emerging concern for investors is AI’s potential social impact; one key stakeholder group that will inevitably be impacted is workers.
A recent insight from the Redwheel Emerging and Frontier Markets team suggests that a combination of macroeconomic factors will continue to drive global demand for gold, maintaining historically high prices and benefiting gold producers.
The Redwheel Emerging and Frontier Markets Team believes that base metal producers will benefit from the demand for commodities like copper and nickel in sectors such as defense, electronics, and the energy transition. Read the latest insight to find out more.
Redwheel's Nick Smithie, Emerging & Frontier Markets team, believes that Emerging Market oil producers are currently trading at attractive multiples in view of robust demand and potential supply constraints. Keep reading to discover where the team sees investment opportunities.
Read the second instalment from the Redwheel Life Changing Treatments Team on blood glucose monitors.
Watch James Johnstone, Co-Head of the Redwheel Emerging & Frontier Markets team, and Jaimin Shah, Analyst, as they discuss their main findings from a recent research trip to India. With insight into India's recent election, the strong market growth over the past 25 years, and India's expansion in the travel and tourism sector.
The latest insight from George Hill, CFA, Analyst, in the Redwheel Convertible Bonds team assesses how convertible bonds might perform in various scenarios compared to high-yield bonds, taking into account this "hidden duration".
Emerging Market investors are accustomed to crises and volatility. Frontier Markets have undergone in the 2020s a similar experience to emerging markets in the 1990s, a sequence of currency devaluations and market declines. Economic and financial shocks can cause bear markets and portfolio outflows in the short term but typically spur necessary reform and restructuring that result in sustainable long-term recovery.
The concept of risk should be simple and straight forward, yet it repeatedly seems to get twisted upside down and back to front, causing bubbles and crashes. Redwheel's Nick Clay outlines where investors in equities might focus their attention.
As artificial intelligence (AI) grows in sophistication and use, demand for data centres to deliver it will accelerate. Paul Drummond, Greenwheel's Climate and Environment Lead, explores the resource and environmental implications of data centres, and provides a framework for assessing the environmental footprint of companies operating data centres.
