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Inspired by the classic creature feature ‘Jurassic Park’, Shaul Rosten, Redwheel Value & Income, challenges the perception that private equity investments are more stable than public equities.
dass die Krebserkennung und -überwachung immer stärker auf die Patientinnen und Patienten ausgerichtet wird. Wir sind der Meinung, dass es eine Reihe von Anlagechancen gibt, die unserer Strategie entsprechen: in Unternehmen zu investieren, die mit ihren Lösungen das Leben der Patientinnen und Patienten am stärksten positiv verändern. Einige kürzlich erst am Markt zugelassene Tests bieten ebendiese Möglichkeit, die Patientenergebnisse positiv zu verändern, und wir gehen davon aus, dass sich das Feld im Laufe der Zeit noch verbreitern wird. Durch noch genauere Ergebnisse dürften noch mehr verwertbare Erkenntnisse erzielt werden können. Wir sind der Ansicht, dass kommerzieller Erfolg und Aktionärsrenditen am ehesten dort zu erwarten sind, wo Lösungen mit der größten Wirkung für die Patientinnen und Patienten geboten werden.
Ian Lance, Portfolio Manager, explores how the rise of passive investing is distorting price signals – and why this is creating compelling opportunities for active, value-focused investors.
Why are valuations on listed renewable energy companies still so low. And is a potential re-rating on the cards?
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 this short video, Redwheel's Life Changing Treatments team highlight their approach to healthcare investment: putting the patient at the heart of their investment decisions.
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.
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Based on six steps to due diligence under the OECD Guidance on Responsible Business Conduct, the Greenwheel Investor Due Diligence Checklist on Child Labour captures “what works” to tackle child labour according to the United Nations, human rights experts, and best practices found in high-risk sectors.
To support investors in applying responsible AI principles, Greenwheel has developed an investor framework drawing on recommendations from international organisations, regulations, human rights experts, and company best practices. This tool translates responsible AI principles into the six due diligence steps that investee companies should take.
To help investors maximise the positive contributions of AI, Greenwheel has identified six key recommendations based on a review of AI-solutions in the agriculture, education, healthcare, and financial services sector across emerging markets.
Small modular reactors (SMRs) are attracting huge attention as a potential answer to rapidly growing demand for substantial, cheap, low-carbon but firm power - particularly for data centres. However, Greenwheel's new research paper shows, this attention can tend toward optimism and hype.
To help investors assess the effectiveness of product recall for medical devices, Greenwheel developed an investor checklist based on the best practices identified by international organisations, regulatory bodies, academic research, and industry research.
A range of measures may be taken to reduce high and volatile electricity prices in both the EU and the UK. Find out more about these measures in Greenwheel's latest report.
This paper aims to equip investors with the knowledge and a simple framework to better understand and assess companies’ reported avoided emissions.
To help investors understand their inherent human rights risks by sector, Greenwheel developed a Human Rights Sector Risk Mapping Tool. This Excelbased tool maps the human rights risks in 163 Global Industry Classification System (GICS) sub-industries at the eight-digit level.
In her latest outlook, Stephanie Kelly analyses three key things needed in 2025 to drive the energy transition.
High-emission companies must prepare for the real and growing transition risks, as the introduction of robust carbon policies could lead to clear and immediate impacts on shareholder value.
This research from our sustainability insights partner, Greenwheel, is the first in a series identifying the relative gaps between need and capacity to create demand for adaptation solutions in emerging markets.
The latest research from Greenwheel on why hydrogen production can be seen to be crucial for achieving the IEA's Net Zero by 2050 (IEA NZE) roadmap. And why expanding its use across sectors that do not currently use it will be crucial.
