From Dyson’s relentless innovation to intelligent buybacks and dividends, this piece examines how businesses can create value even when the market remains sceptical. Read the recent piece from Shaul Rosten and the Redwheel Value & Income team.

Discover how our Ecofin investment team argues that disruption in the Strait of Hormuz could be an energy shock with echoes of Fukushima, reshaping global power markets and energy security priorities.

There is an old Warren Buffett quote that is often used: “Price is what you pay, value is what you get”. Most investors nod along and then go back to buying whatever US large-cap growth stock everyone else is buying. Large mispricings are more likely to be found in areas where few are looking, however, and this should prompt the bargain hunter to start peering into places far from New York and London...

Watch the latest video from Portfolio Manager, Davide Basile, to learn more about Redwheel's Enhanced Index Focus Convertibles Strategy.

Watch a recent video from John Malloy, Co-Head, Redwheel Global Emerging & Frontier Markets team to learn how global emerging markets are positioned amid rising oil prices and renewed geopolitical tensions.

In his recent insight, Nick Clay argues that today’s pickup in inflation, AI disruption and private markets stress signals a return to historically normal, higher volatility. He explains why consistent compounding, downside protection, resilient cash flows and valuation discipline are crucial to turning volatile markets from a risk into an opportunity.

Are you getting the right ‘flavour’ of convertible bond exposure? Davide Basile, Redwheel Convertible Bonds, asks why FTSE Global Vanilla and Focus indices behave very differently over time despite covering the same asset class.

How are next generation emerging markets positioned amid rising oil prices and renewed geopolitical tensions? In this short video, James Johnstone, co-portfolio manager of the Redwheel Next Generation Emerging Markets Equity Strategy, shares his latest views on how the Iran conflict and higher energy prices are shaping the portfolio.

Michel Sznajer, Portfolio Manager, Ecofin Global Renewables Infrastructure strategy, reflects on ten years of outperformance with a lower beta and the opportunities he sees ahead as electrification accelerates. He makes a compelling case that now is the time to gain explicit exposure to electricity amid a powerful structural tailwind from rising demand.