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Despite persistent outflows, global investor underweights and little direct exposure to the AI-led market rally, UK equities have generated strong relative returns. Larry Furness, Redwheel Value & Income, examines how low valuations, share buybacks, takeover activity and the recovery in value stocks have contributed to that outcome.
As global equity indices become ever more concentrated, staying close to a benchmark can carry risks investors may not fully appreciate. Filippo Neumaier in Redwheel’s Value & Income team examines why higher tracking error can sometimes be the consequence of maintaining a genuinely diversified portfolio.
Shaul Rosten, Analyst with the Redwheel Value and Income team looks at the striking similarities between today’s market exuberance and the dotcom era, highlighting stretched valuations, record IPO activity and the dominance of the technology sector.
As England’s World Cup campaign unfolds, the tournament provides a vivid reminder that sensible bets are grounded in probabilities. Supporters know that backing long-shot teams is unlikely to be rewarded, while favouring stronger sides with clear track records is more prudent. In his latest blog, Shaul Rosten of Redwheel's Value & Income team examines how value investing adopts a similar stance, focusing on quality businesses at attractive valuations, rather than richly priced growth narratives with low odds of delivery.
Ian Lance, Portfolio Manager with the Redwheel Value and Income team outlines why US investors should allocate to EAFE, tilt towards value, and act now.
John Teahan, Portfolio Manager and Company Engagement Lead with the Redwheel Value and Income team, explores how virtual‑only AGM formats risk diluting public accountability, particularly for long‑term and retail investors. He argues that well‑designed hybrid AGMs can reconcile safety and convenience with the discipline and visibility of a physical meeting.
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.