Are we seeing the start of one of the most significant market rotations in a generation? The Redwheel Emerging and Frontier Markets team unpacks the structural forces driving US equity underperformance versus international indices. They ask whether the rotation is durable, highlight three catalysts for international outperformance and make a compelling case for looking beyond the US for future returns.

Portfolio Manager, Amanda O'Toole discusses the new growth potential amidst the biodiversity transition. Discover how investors can navigate the complexities of natural capital to seize diverse investment opportunities while driving meaningful ecological impact.

Ian Lance, Co-Head and Portfolio Manager, Redwheel Value & Income Team, makes a powerful case for diversifying away from US equity markets. He examines where recent earnings strength really came from, how reliant profits are on persistent fiscal deficits, and whether mega-cap, AI-led growth is sustainable or already priced in.

What’s really happening when China’s largest sportswear company sees its profits surge but its’s stock price tank?

Nick Clay examines this disconnect, comparing Anta Sports with Nike through the lens of market “controversy.” By investigating the reasons behind market scepticism, Nick and team evaluate the potential for the stock to rebound.

In their latest piece, the Redwheel Emerging and Frontier Markets Team focus on South Korea and South Africa as beacons of ongoing reform momentum and rerating potential. From corporate governance changes in Korea to a pro-business shift in South Africa, they see significant upside in markets that are becoming more transparent and competitive.

Ian Lance, Redwheel Value & Income, explores why overconfidence in forecasting can be costly. He argues that, by contrast, a value-based approach grounded in long-term data and realistic assumptions can help build resilience against the unexpected and increase the chances of investment success.

Is your portfolio prepared to capture the emergence of a new kind of energy major?

Michel Sznajer, Portfolio Manager, Ecofin Global Renewables Infrastructure strategy, reveals how accelerating electricity demand is reshaping the energy sector.

Why has the equity market overlooked the opportunity in South Korean banks? Find out more from Redwheel's Value & Income team.

There is growing recognition of the importance of natural capital to the economy and society, yet it remains a relatively nascent area for investors. We are often asked about the potential for public equity markets to provide solutions that mitigate biodiversity loss compared to private markets. The Redwheel Biodiversity team believe that there is a role for both.

In this partnered video with Investment Week, Nick Clay, Portfolio Manager, Redwheel Global Equity Income, explores whether US dominance is set to continue and what the investment options could be.