Insights Archives | Page 18 of 20 | SE EN Professional

What do high valuations mean?

When talking about valuation, most of the time we focus upon the implications for returns. Ultimately the valuation you pay for an investment is simply you saying, “what level of return am I happy to receive?” In the short term, there is normally little correlation between the value one pays and the return one gets. […]

Fund in Five – presenting Redwheel Global Emerging Markets

Case study: Falck Renewables

Financial markets can play a part in combatting the effects of climate change by directing funding to new solutions. In the search for uncorrelated…

Did the pandemic benefit bricks and mortar retail?

The retail pond appears to have gotten bigger – now that some of the historical key players have demised.

Back on the road

Energy crisis – it’s complicated

Read the latest update from our RWC UK Value & Income team.

Testing boundaries

The challenges we face as portfolio managers seeking a positive impact

Five reasons to consider the energy sector

The rebound of the worst performing sector.

Process over outcome

The outcome will teach you very little about any individual decision.

How it started vs. how it’s going

The latest update from our RWC Global Equity Income team on their first few months in a new environment.

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