Imagine companies were money-printing machines in a shop. How would we value each machine and what would we make of constantly shifting prices? Learn how investors can reframe their perspective of extreme market conditions.

In his latest piece, Nick Clay argues that sustained inflation could be the path of least resistance for indebted governments committed to spending. He suggests that US tariff proposals are more than a mere negotiating tactic and draws parallels with the 1970s to support his argument that waves of higher inflation are likely from here. How can investors prepare?

China’s equity market has surged since the beginning of 2024, closing the long-standing performance gap with the broader EM index. Why is this and can it continue?

Redwheel’s Value and Income team see strong return potential in European banks, where robust capital positions and attractive valuations offer a significant margin of safety.

There is a multi-decade upswing in economic infrastructure development driven by the needs of the modern economy and decarbonisation priorities. Investors, we contest, should increasingly participate via listed securities which screen favourably on valuation and provide important attributes such as liquidity, portfolio diversification and a broad opportunity set. Read more from Redwheel's Ecofin team...

In the latest piece from Redwheel’s Value and Income team, analyst Shaul Rosten shows that, by taking a broader, more historical approach, investors can discover opportunities hiding in plain sight.

In his latest piece, Nick Smithie, Head of Thematic Research, Redwheel Emerging and Frontier Markets, considers the reasons India has attracted investor interest in recent years and examines current valuations and what these might mean for investors looking at the region.

The US power sector is on the cusp of a profound transformation, but how can investors capitalise on this unique, multi-decade, opportunity? find out more in the latest insight from Redwheel's Ecofin team.

When the line on a chart goes parabolic, it often tells you something about the mindset of investors; they are extrapolating recent gains into the future, are fearful of missing out and are more focused on potential reward than any notion of risk. Whilst one or two charts climbing vertically upwards might be explainable, we are struck by how many charts across multiple different asset classes all look the same. Watch the webinar with Redwheel's Ian Lance...

Exceptional conditions rarely persist indefinitely, but this broad-based conviction in prolonged US exceptionalism raises questions. Could it be different this time? How long can it last and how can contrarian investors prepare for mean reversion? Find out more from Nick Clay, Redwheel Global Equity Income.