Convertible bonds provide a hybrid solution for investors looking for a balanced exposure to financial markets that combines the attractive elements of both equities and bonds. They aim to deliver upside participation in rising markets while helping protect capital during downturns.
Emerging & Frontier Markets strategies focus on capturing high-growth opportunities across the world’s fastest-growing economies. With a long-standing, index-agnostic approach, the team invests both directly in these markets and in developed market companies with significant exposure to them.
Redwheel’s Global Intrinsic Value team is led by Ian Lance and Nick Purves, who each have over 30 years’ investment experience and have worked together for nearly 20 years across multiple market cycles. Alongside a team of global analysts, they are dedicated value investors seeking to identify undervalued, durable companies with strong cash flows and robust balance sheets.
A highly experienced team with an established track record of delivering positive outcomes for investors. Harnessing the full power of dividends is a tried and tested method of investing, with the potential to deliver value added long-term returns and lower-than-average volatility. The team looks for the rare combination of a premium yield, sustainable dividend and attractive valuation, which only occurs when controversy appears. By working hard to understand the nature of a controversy, we aim to lean the probability of investment success in your favour.
International Growth Markets strategies focus on capturing high-growth opportunities across the world’s fastest-growing economies. With a long-standing, index-agnostic approach, the team invests both directly in these markets and in developed market companies with significant exposure to them.
Redwheel’s International Intrinsic Value team team is led by Ian Lance and Nick Purves, who each have over 30 years’ investment experience and have worked together for nearly 20 years across multiple market cycles. Alongside a team of global analysts, they are dedicated value investors seeking to identify undervalued, durable companies with strong cash flows and robust balance sheets.
Structural shifts driven by regulation, technological innovation, and the global energy transition are creating long-term growth opportunities across infrastructure sectors. Our team invests in publicly traded companies across developed and emerging markets that provide essential services and assets supporting economic activity and societal development.
Our Natural Capital strategy seeks to deliver long-term capital growth by investing in global companies that contribute to the preservation and restoration of the planet’s natural resources. As ecosystems come under increasing pressure from pollution and resource depletion, while remaining fundamental to economic and societal stability, we see a compelling opportunity in nature-positive solutions.
Our Active Ownership strategies are built on the belief that companies with active, engaged shareholders are more likely to generate superior long-term returns. The core focus of the strategies is to invest in concentrated portfolios of European and Japanese companies that are receptive to engagement, targeting fundamentally sound businesses with significant upside potential over a three- to five-year time horizon.
At Redwheel, Stewardship is our overarching approach to responsible investing, bringing together Sustainability, Active Ownership and Greenwheel Research & Insights into a single, disciplined framework. Through this framework we integrate material sustainability considerations into investment decisions, support investment teams with central expertise, and use focused engagement, proxy voting and thematic research to protect and enhance long-term client outcomes.
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.
Read our latest Greenwheel research insight on how the Iran conflict is reshaping fertiliser markets and global food security.
Part 2 of our two-part “Counting Carbon” insights series explores practical options for investors looking to reduce portfolio emissions and tackle related challenges. Read the latest article by Greenwheel’s Paul Drummond to learn more.
Part 1 of our two-part “Counting Carbon” Insights series explores the challenges of tracking portfolio‑level emissions. Read the recent piece from Greenwheel's Paul Drummond to find out more.
The latest joint note from Greenwheel and the Ecofin team examines France’s new PPE3 energy plan and shows how this evolving policy mix is set to become a key driver of long‑term opportunities and risks for listed infrastructure exposure in France.
This paper from Greenwheel, reviews the prospects for battery storage technologies, including three structural drivers for growth. It also addresses why battery storage is important, how they operate and generate revenue through different services and business models, recent deployment and cost trends , and their drivers.
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