Insights Archives | Page 18 of 21 | SE EN Professional

What makes convertibles interesting for 2022

Executive summary We find that the convertible market offers a compelling way to earn equity returns with bond-like protection from corners of the broader markets that might otherwise seem too terrifying; for example, US growth stocks and Asian equities. Following record levels of issuance in 2020 and 2021, the convertible market is broader and deeper-about […]

How to survive if the US equity bubble pops: five reasons to buy UK Value

One of the most consensus trades in asset management for the last five years has been to reduce exposure to UK equities and increase exposure to the US.

Global Equity Income: Thoughts on 2022

The evolution of GEMs

‘The beauty of China is that it is an incredibly deep market’ John Malloy, Manager, Redwheel Global Emerging Markets Fund At the end of July, it was announced that the Chinese authorities were to crack down on online after-school companies and stop these educational services from making profits or raising capital. Despite regulation being nothing […]

Case study: Buy now, convert later

Buy now pay later in the convertible bond markets – a good investment or a free lunch?

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

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