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Davide Basile, Lead Portfolio Manager, Redwheel Convertible Bonds, marks the first year of Redwheel’s Enhanced Index Focus Convertibles strategy. He explores the case for balanced global convertible exposure and explains how the Strategy’s three implementation levers seek to offset fees and enhance net returns.
Watch the latest video from Portfolio Manager, Davide Basile, to learn more about Redwheel's Enhanced Index Focus Convertibles Strategy.
Are you getting the right ‘flavour’ of convertible bond exposure? Davide Basile, Redwheel Convertible Bonds, asks why FTSE Global Vanilla and Focus indices behave very differently over time despite covering the same asset class.
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?
The latest insight from George Hill, CFA, Analyst, in the Redwheel Convertible Bonds team assesses how convertible bonds might perform in various scenarios compared to high-yield bonds, taking into account this "hidden duration".
With markets being tested by a new era, the Redwheel Convertible Bonds Team make a case for the benefits convertibles could provide within portfolios.
Growing electricity demand and security of supply concerns put geothermal energy in the solutions spotlight. Geothermal provides near‑zero‑emissions baseload and flexible power plus direct heat at stable operating costs, with minimal land footprint and no fuel inputs.
Regulation is beginning to catch up to manage the risks posed by AI development and deployment. As China and the European Union continue to lead the way with innovative AI laws, some emerging markets are following suit in adopting a risk-based approach to AI regulation. In the United States, given the severe environmental and social impacts of data centres, some states are proposing bills to protect communities from absorbing the negative externalities of existing and new projects. Against this backdrop, this piece provides investors with a summary of the four key developments in AI.
Europe remains heavily exposed to fossil fuel supply shocks, with energy import dependency higher than most other major global economies. Against this backdrop, the European Commission’s new Electrification Action Plan sets a highly ambitious indicative target to double electricity’s share of EU final energy consumption by 2040 and backs it with several proposed measures. Read the Greenwheel team's view on what this could mean for investors.
The latest Greenwheel Insights paper argues that the transition is both more advanced and more resilient than current market sentiment suggests. It shows how renewables and electrification are already reshaping useful energy demand, driven by record clean energy investment and accelerating deployment in solar, storage and EVs.
Greenwheel’s latest insights piece explores how investors should assess companies operating in conflict-affected and high-risk areas, using heightened human rights due diligence to identify, prioritise, and mitigate conflict and human rights risks. It argues that responsible business can also support stability, resilience, and peace-positive outcomes.
New research from Redwheel’s Greenwheel team reviews a recent report on the April 2025 Iberian blackout. With 21 recommendations, it urges stronger grid investment, better renewable integration, and harmonised EU access rules under the forthcoming Grids Package.