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.

Is ‘Quality at any price’ still a viable investment strategy amid widespread corporate disruption? For Nick Clay, Portfolio Manager, Redwheel Global Equity Income, shortening corporate lifespans, relative underperformance of Quality stocks and sudden re-ratings of AI ‘winners’ all suggest otherwise. A disciplined focus on yield, valuation and controversy is now critical to investing in durable Quality in the age of AI.

With major elections in Brazil, Colombia and Peru on the horizon, the Redwheel Emerging, Frontier and International Markets team assesses the potential impact of a broad shift toward economic orthodoxy on regional equity markets. They argue that shifting policies, combined with falling interest rates, a weaker US dollar and recovering commodity prices, could pave the way for a durable market re rating.

Shaul Rosten and Filippo Neumaier, analysts in Redwheel’s Value and Income team, show that investors are ignoring the historically wide valuation gap between global small and large caps. They reveal that small cap value stocks are offering a rare "double discount" - cheap relative to large caps and inexpensive in absolute terms - whilst delivering comparable earnings growth. Discover how the team is positioned to capitalise on this opportunity – and why timing matters.