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, […]
Is Hormuz the new Fukushima?
Key takeaways The Hormuz blockade is exposing oil and LNG as structural security liabilities just as electrification and renewables have become economically competitive. Fossil‑fuel price shocks are accelerating the shift from direct fuel use to electricity, particularly in power generation and road transport. Countries with strong domestic renewable resources and robust grids are already demonstrating […]
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 increased tourism. Play Video Key InformationNo investment strategy or risk management technique can guarantee returns or eliminate […]
Men and their marvellous money machines
Window shopping I’d like you to picture the scene: you are walking through a quaint village somewhere on a crisp spring day, enjoying some leisurely window shopping along the local high street. Out of the corner of your eye, you spot a shop that you’ve never seen before; in the window is a small machine […]
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. By focusing on what matters most to patients, the team aims to identify companies with the potential for long term success, setting themselves apart from many healthcare investors who typically […]
Emerging and frontier markets outlook 2025: Pick your spots
Emerging Markets posted positive returns in 2024. The MSCI Emerging Markets Index rose 8.0%, which is comparable to the annual average of 8.8% per annum since inception on 1st January 1988. This is superior to the performance of MSCI EAFE over the same timeframe and second only to the annual return of the MSCI US […]
Total return kings revisited
Since we believe that managers ‘start of year outlooks’ are rarely of any use, we do not intend adding to dozens that have already been published. Instead, our natural contrarian instincts inspire us to look backwards rather than forwards so below we review what we were saying last year and how it turned out. In […]
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 recent visit to Mexico City. During their trip, the team engaged with various corporations and outlined three critical themes driving growth in the region: the expansion of the […]
Easing into EM: How will lower rates impact emerging market equities?
There have been six cycles of monetary easing by the US Federal Reserve since the inception of the MSCI Emerging Markets Index in January 1988. Conventional wisdom presumes that lower interest rates reduce the attraction of cash and bonds in relation to riskier assets with growth characteristics, including emerging markets (EM) equities, and this has […]
Is value dead? UK equities aren’t waiting to find out
Having spent the last few years trying to convince asset allocators that buying UK equities at their cheapest point relative to global equities for fifty years was a better idea than buying global/US equities at their most expensive valuation in financial market history, it seems that there is no valuation low enough for UK equities, […]