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.

Read a statement from the Ecofin team regarding the proposed revised bid off for ReNew Energy Global plc.

Over the past few quarters, investors in the renewables power generation sector have pushed down valuations, questioning growth and return opportunities following a confluence of headwinds. However, while the stock market remains sceptical, we have seen private equity firms, utilities and renewables companies themselves conclude that valuations are now too attractive to ignore. Learn more about the buying opportunities here.

Global markets are in the grip of Artificial Intelligence (AI) euphoria. Current valuations imply that AI will change everything, revolutionising industries and reshaping the way we work, travel and communicate. But is this expectation justified? Read the latest insight from Redwheel's Nick Clay.