Rethink energy exposure: Ignore electricity at your peril
Is your portfolio prepared to capture the emergence of a new kind of energy major?
Michel Sznajer, Portfolio Manager, Ecofin Global Renewables Infrastructure strategy, reveals how accelerating electricity demand is reshaping the energy sector.
Bringing a gun to a fistfight
Why has the equity market overlooked the opportunity in South Korean banks?
Find out more from Redwheel’s Value & Income team.
Scaling solutions: The role of public and private markets in biodiversity investment
There is growing recognition of the importance of natural capital to the economy and society, yet it remains a relatively nascent area for investors. We are often asked about the potential for public equity markets to provide solutions that mitigate biodiversity loss compared to private markets. We firmly believe that there is a role for both.
Three minutes with Nick Clay
In this partnered video with Investment Week. Nick Clay, Portfolio Manager, Redwheel Global Equity Income, explores whether US dominance is set to continue and what the investment options could be.
Rebalancing the narrative: Convertibles in a new regime
After a decade of muted performance, convertible bonds have begun to match and even outperform both global equity and fixed income indices. Why and what is the outlook for balanced strategies?
Finding value amid a new generation of price-agnostic investors: Part 3
Part 3: Retail traders This is the third in a series of notes that explores the increase in the number of market participants who are ‘valuation agnostic’, and how their influence might explain why the gap between the cheapest and most expensive stocks is close to its widest level for fifty years – see Chart […]
The unknown bull market on the frontier
When measured by the standard 20% recovery from a bear market, [1] the MSCI Frontier Markets Index began its bull market run in 2023. From 31 May 2023 to 31 May 2025, the index has gained 35.7%, which equates to 16.5% per annum. Investors might not have noticed the impressive performance of this small and […]
On the road…in China
Colin Liang, Head of China Research, and Joseph Ayoola, Analyst, report from Shanghai after a two-week research tour across China.
Banking breakthroughs
Financial inclusion lifts emerging and frontier markets As banks in developed markets grapple with margin compression, their emerging market counterparts are capturing entirely new customer bases with minimal legacy infrastructure costs. We believe that the investment implications of financial inclusion are as attractive as they are unrecognized. Financial inclusion—providing people and businesses with access to […]
Finding value amid a new generation of price-agnostic investors: Part 2
Part 2: Pod shops This is the second in a series of notes that explores the increase in the number of market participants who are ‘valuation agnostic’, and how their influence might explain why the gap between the cheapest and most expensive stocks is close to its widest level for fifty years – see Chart […]