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In their latest insight the Redwheel Emerging and Frontier Markets team examines the increasingly demanding earnings expectations behind the technology rally. They explore the risks posed by elevated valuations, pressure on free cash flow, shifting investor sentiment and constraints on datacentre expansion - and ask whether the music can keep playing.
The Redwheel Emerging and Frontier Markets team explores the concentration challenge facing investors today and maps out under‑owned countries, sectors and themes that the team believes offer a richer blend of structural growth and genuine diversification.
The Redwheel Emerging, Frontier and International Markets team explores how oil shocks, weak exports and a lack of tech leadership have weighed on the bloc over the past decade. They argue that these same factors have also left valuations looking increasingly attractive ahead of a potential improvement in both trade conditions and oil prices, while index reclassifications in Vietnam and Indonesia could act as catalysts for renewed foreign inflows.
The Redwheel Emerging and Frontier Markets team explores what is driving this quiet bull market – from reform momentum and rerating potential to deeper structural supports – and asks how durable it might be.
Discover how Redwheel’s Emerging and Frontier Markets team has taken a cornerstone stake in the newly listed Uzbekistan National Investment Fund, drawing on years of local research and indirect exposure.
Renewed conflict with Iran has triggered another sharp oil shock, reviving inflation risks, policy uncertainty and market volatility. The Redwheel Emerging, Frontier and International Markets team see opportunities in hard assets, gold and themes like the energy transition and defence to navigate this more volatile regime.
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.