UK Value & income
Finding hidden GEMs beyond Wall Street

There is an old Warren Buffett quote that is often used: “Price is what you pay, value is what you get”. Most investors nod along and then go back to buying whatever US large-cap growth stock everyone else is buying. Large mispricings are more likely to be found in areas where few are looking, however, and this should prompt the bargain hunter to start peering into places far from New York and London...

21 April, 2026 | 01:02am
Infrastructure
Is Hormuz the new Fukushima?

Discover how our Ecofin investment team argues that disruption in the Strait of Hormuz could be an energy shock with echoes of Fukushima, reshaping global power markets and energy security priorities.

21 April, 2026 | 01:02am
Emerging and Frontier Markets
On the road...in Uzbekistan

Watch our latest video as Victor Erch from The Redwheel Emerging and Frontier Markets team shares insights from his recent trip to Uzbekistan and discusses the country's exciting transformation, rich natural resources, population growth, manufacturing development and increase in tourism.

18 November, 2025 | 10:27am
UK Value & income
Men and their marvellous money machines

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.

8 April, 2025 | 10:21am
Watch: Patient first solutions with the Redwheel Life Changing Treatments team

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.

1 April, 2025 | 08:47am
Emerging and Frontier Markets
Emerging and frontier markets outlook 2025: Pick your spots

The Redwheel Emerging and Frontier Markets team give their outlook for 2025.

20 January, 2025 | 12:28pm
Equity Income
Total return kings revisited

Ian Lance, Portfolio Manager, Redwheel Value & Income, revisits his “total return kings” thesis in his latest insight to investigate how the dual catalysts of corporate takeovers and share buybacks have influenced the performance of certain UK stocks in the TM Redwheel UK Equity Income portfolio across 2024 and moving into 2025.

13 January, 2025 | 03:46pm
Emerging and Frontier Markets
On the road...in Mexico

As part of Redwheel's on the road series, analysts Christopher DiSalvatore and Ferdinand Campbell from the Emerging and Frontier Markets team share their key takeaways from a visit to Mexico City.

9 December, 2024 | 11:25am
Emerging and Frontier Markets
Easing into EM: How will lower rates impact emerging market equities?

Read the latest insight from the Redwheel Emerging Markets team.

12 September, 2024 | 08:25am
UK Value & income
Is value dead? UK equities aren't waiting to find out

Ian Lance continues to make the case for UK equities in his latest piece.

13 July, 2023 | 10:38am

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