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.

After a decade of muted performance, convertible bonds have begun to match and even outperform both global equity and fixed income indices. Why and what is the outlook for balanced strategies?

In his third and final note on the impact of price-agnostic investors, Ian Lance, Portfolio Manager, Redwheel Value & Income, focuses on the extraordinary proliferation of retail traders.

Redwheel’s Emerging and Frontier Markets team examines the investment case for this often-overlooked market. They argue that a combination of deep value, earnings improvement, currency recovery, economic reform and structural tailwinds creates a compelling opportunity for investors seeking dynamic growth and diversification.