Spring in Japan – a return to (something like) normality
As we approach the vernal equinox, two related developments have piqued the interest of both the dedicated Japan-watcher and the more detached global asset allocator. In a speech in Nara on February 8th, the Bank of Japan’s (BOJ’s) Deputy Governor, Shinichi Uchida, discussed the possible re-emergence of a desirable wage-price spiral and suggested that the […]
When private equity would be laughed out of the boardroom
In recent decades, fuelled by lower and lower interest rates, we observe many large investors across the world have been re-allocating funds away from public markets, and into private assets – be those private equity or private credit vehicles. The theory behind this approach is that there is an ‘illiquidity premium’ to be earned by […]
Investing in a sustainable future
On the road in Vietnam
Play Video Key Information No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment. Past performance is not a guide to future results. The prices of investments and income from them may fall as well as rise and an investor’s investment is subject to potential loss, in whole […]
Just eat the marshmallow: Why wait when value is already on the table?
Ah, January. Just the word sends shivers of excitement down the spines of gym proprietors across the world, salivating at the prospect of new year’s resolutioners confidently paying for a full year’s membership, only to slink away sometime in March. Yes, it is the season for attempting to better oneself, and crucial to that effort […]
How investors can turn the tide on England’s water pollution crisis
Barely a week goes by without news of untreated sewage flowing into England’s rivers and seas, polluting important habitats, and risking the health of the people that enjoy them. No rivers, lakes, or coastal waters in England are free of pollution, and very few are in good ecological condition [1]. Outrage and calls for action […]
Redwheel 2024 outlook
Redwheel 2024 Outlook – Great minds don’t think alike Uncover a range of views across all strategies, regions, themes and styles from Redwheel’s investment teams. Download the Global Report Global Outlook Play Video Global Outlook with Arthur Grigoryants Emerging & Frontier Markets / International Play Video Play Video Global Emerging Markets with John Malloy Next […]
Watch: Emerging & frontier markets themes outlook
Play Video Key Information No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment. Past performance is not a guide to future results. The prices of investments and income from them may fall as well as rise and an investor’s investment is subject to potential loss, in whole […]
Mining and human rights…never a final verdict…
December 10th marked the 75th anniversary of the Universal Declaration of Human Rights, which is generally considered the foundation of human rights law and a great influence on the European Convention on Human Rights (‘ECHR’) which came into effect in 1953. The UK was the first country to ratify the ECHR[1], and this fact is […]
Watch: Making the case for Global Equity Income
Nick Clay, Portfolio Manager of the Redwheel Global Equity Income Strategy, discusses the role of equity income in clients’ investment ‘jigsaw’ of a portfolio, especially at a time of extreme concentration in the market, led in part by ‘the magnificent seven’ stocks. Nick highlights the importance of the compounding of income over capital gain and […]