Infrastructure
Long-Term Investors See Value in the Renewables Space

Over the past few quarters, investors in the renewables power generation sector have pushed down valuations, questioning growth and return opportunities following a confluence of headwinds. However, while the stock market remains sceptical, we have seen private equity firms, utilities and renewables companies themselves conclude that valuations are now too attractive to ignore. Learn more about the buying opportunities here.

23 January, 2025 | 05:00pm
Global Equity Income
What is the real impact of innovation on economic growth?

Global markets are in the grip of Artificial Intelligence (AI) euphoria. Current valuations imply that AI will change everything, revolutionising industries and reshaping the way we work, travel and communicate. But is this expectation justified? Read the latest insight from Redwheel's Nick Clay.

 

27 November, 2024 | 10:38am
UK Value & income
Monopoly money: Playing games and investing wisely

Equity investors often exhibit behaviour that would seem counterintuitive to a Monopoly player. The game requires an unwavering focus on intrinsic value as a function of earnings potential, a long-term view, and a calm and rational approach to decision-making. As in Monopoly, so in investing.

20 November, 2024 | 02:19pm
Emerging and Frontier Markets
The big get bigger - concentrating on the "Fab Four"

While investors have become familiar with the "Magnificent 7" US stocks, they may know less about the "Fab Four" stocks, sectors and countries that have come to dominate in Emerging Markets.

14 November, 2024 | 10:43am
Greenwheel research: Climate Adaptation in Emerging Markets in a 1.5°C World

This research from our sustainability insights partner, Greenwheel, is the first in a series identifying the relative gaps between need and capacity to create demand for adaptation solutions in emerging markets.

7 November, 2024 | 10:56am
UK Value & income
Contrary to popular belief, value investing is working again

Ian Lance, Redwheel Value & Income explores how value has outperformed growth practically everywhere since November 2020. The obvious, arguably only, exception is in large cap US stocks. Should we consider this "the last shoe to drop"?

25 October, 2024 | 10:15am
Emerging and Frontier Markets
China’s Policy U-turn Ignites Equity Market

Read the most recent comment on China from the Redwheel Emerging and Frontier Markets team.

4 October, 2024 | 08:56am
UK Value & income
Share Buybacks: The Good, the Bad and the Ugly

In his latest paper, Ian discusses why some share buybacks are good, some are bad, and some are even ugly.

3 October, 2024 | 03:02pm
Redwheel completes acquisition of Ecofin

Read the latest release on Redwheel's completion of Ecofin.

1 October, 2024 | 07:34am
UK Value & income
Speed chess and skinning cats: Multiple ways to lose money

Read the latest insight from Shaul Rosten and the Value & Income team.

4 September, 2024 | 08:44am

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