News & insights

Shaul Rosten, from the Redwheel UK Value & Income team, reflects on his time at the recent annual shareholder's meeting of Berkshire Hathaway, distilling Warren Buffet's views on value investing.

Asia Convertible Bonds: a way for investors to gain access in the region whilst limiting the downside.

The first quarter of 2023 offered a marked increase in new issuance in the convertible bond market.

In their latest piece, the Redwheel Emerging and Frontier Markets team discuss how Next Generation Emerging Market economies could benefit from a global shift in manufacturing supply chains through re-shoring.

Convertible bonds coming to market in 2023 have a feature that has been absent for many years - A meaningful coupon.

Read Nick Clay's thoughts on the collapse of SVB.

For the first time in six decades, official statistics have revealed a decline in China’s population. While the demographic shift is often presented as a crisis for China, the Redwheel Emerging Markets team see opportunity in these challenges.

The Redwheel UK Value & Income team make a case for investing in banks by looking beyond the news and assessing the fundamentals.

Ian Lance reflects on his recent read of the yearly Investment Returns Handbook.

To the Board and fellow shareholders of Seplat Energy.

Nick Clay discusses why dividends are not something to be bashed, but instead potentially treasured.

The Redwheel Emerging & Frontier Markets team examine the potential implications and opportunity from China's 14th NPC and CPPCC.

 

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