Redwheel and Investment Trusts: A differentiated proposition for Boards
Since entering the sector in 2020, Redwheel has built a differentiated, Board-first model for Investment Trusts, treating each Trust as a standalone and truly independent entity and offering the sharper alignment and focus that Boards should expect from their Investment Manager. Redwheel acts as Investment Manager for Temple Bar Investment Trust (TMPL), Ecofin Global Utilities […]
A world of pure imagination
Like many classic stories, Roald Dahl’s Charlie and the Chocolate Factory illustrates simple rules that map surprisingly well onto markets. Investors and the children in Dahl’s book are essentially chasing the same thing: chocolate in one case, returns in the other. The goal is the same but what separates winners from losers is the path […]
I am the master of my fate
This article was originally published in FT Adviser and can be accessed here. Suck it up One dark autumn evening in October 1978, a man drove home from work and proceeded to stick together some empty cereal boxes on his kitchen table. With ferocious intention, he constructed his paper prototype, tested that it worked, and […]
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 […]
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, […]
From oil shock to commodity revival
There have been several oil supply shocks since the 1970s that have caused oil price spikes, often caused by wars in the Middle East. Today’s jump in crude, triggered by renewed tensions with Iran, raises familiar but urgent questions: how high will oil prices go; how will they affect inflation and policy; and how can […]
Enhanced index‑focused convertibles: active tools for passive returns
In this short video, Portfolio Manager Davide Basile provides an overview of the Redwheel Enhanced Index Focus Convertibles Strategy, discussing its relevance for investors today, why now may be an attractive time to invest, and how the team achieves exposure within the portfolio. Key InformationNo investment strategy or risk management technique can guarantee returns or […]
Global emerging markets: Positioning amid the Middle East conflict and higher oil prices
How are global emerging markets positioned amid rising oil prices and renewed geopolitical tensions? In this short video, John Malloy, Portfolio Manager of the Redwheel Emerging and Frontier Markets Strategy, shares his latest views on how the Iran conflict and higher energy prices are shaping the portfolio. https://vimeo.com/1178448706?share=copy&fl=sv&fe=ci Key Information This is a marketing communication […]
Back to normality: How to adapt as volatility re-emerges
I once read that life is like a toilet roll: the closer it gets to the end, the faster it goes. One can be forgiven for feeling that changes occurring today are greater, faster and more dramatic than at any time in the past – though perhaps that is simply my age playing tricks on […]
Vanilla or Focus? Why the flavour of your convertibles index matters more than you think
There are a few convertible bond indices that track the performance of the asset class but the most widely used are the ‘FTSE Global Vanilla Convertible Index’ (Vanilla) and the ‘FTSE Global Focus Convertible Index’ (Focus). However, while they both benchmark convertible bonds, their performance differential is so staggering that they almost represent two different […]