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There is a multi-decade upswing in economic infrastructure development driven by the needs of the modern economy and decarbonisation priorities. Investors, we contest, should increasingly participate via listed securities which screen favourably on valuation and provide important attributes such as liquidity, portfolio diversification and a broad opportunity set. Read more from Redwheel's Ecofin team...
In the latest piece from Redwheel’s Value and Income team, analyst Shaul Rosten shows that, by taking a broader, more historical approach, investors can discover opportunities hiding in plain sight.
In his latest piece, Nick Smithie, Head of Thematic Research, Redwheel Emerging and Frontier Markets, considers the reasons India has attracted investor interest in recent years and examines current valuations and what these might mean for investors looking at the region.
The US power sector is on the cusp of a profound transformation, but how can investors capitalise on this unique, multi-decade, opportunity? find out more in the latest insight from Redwheel's Ecofin team.
When the line on a chart goes parabolic, it often tells you something about the mindset of investors; they are extrapolating recent gains into the future, are fearful of missing out and are more focused on potential reward than any notion of risk. Whilst one or two charts climbing vertically upwards might be explainable, we are struck by how many charts across multiple different asset classes all look the same. Watch the webinar with Redwheel's Ian Lance...
Exceptional conditions rarely persist indefinitely, but this broad-based conviction in prolonged US exceptionalism raises questions. Could it be different this time? How long can it last and how can contrarian investors prepare for mean reversion? Find out more from Nick Clay, Redwheel Global Equity Income.
Read a statement from the Ecofin team regarding the proposed privatisation of ReNew Energy Global plc.
Over the past few quarters, investors in the renewables power generation sector have pushed down valuations, questioning growth and return opportunities following a confluence of headwinds. However, while the stock market remains sceptical, we have seen private equity firms, utilities and renewables companies themselves conclude that valuations are now too attractive to ignore. Learn more about the buying opportunities here.
As part of Redwheel's on the road series, analysts Christopher DiSalvatore and Ferdinand Campbell from the Emerging and Frontier Markets team share their key takeaways from a visit to Mexico City.
The prospect of a vaccine-sceptic US health secretary raises concerns of further erosion of trust in vaccines at a time when hesitancy is on the rise globally. How should healthcare investors respond?
Global markets are in the grip of Artificial Intelligence (AI) euphoria. Current valuations imply that AI will change everything, revolutionising industries and reshaping the way we work, travel and communicate. But is this expectation justified? Read the latest insight from Redwheel's Nick Clay.
Equity investors often exhibit behaviour that would seem counterintuitive to a Monopoly player. The game requires an unwavering focus on intrinsic value as a function of earnings potential, a long-term view, and a calm and rational approach to decision-making. As in Monopoly, so in investing.
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To help investors understand their inherent human rights risks by sector, Greenwheel developed a Human Rights Sector Risk Mapping Tool. This Excelbased tool maps the human rights risks in 163 Global Industry Classification System (GICS) sub-industries at the eight-digit level.
In her latest outlook, Stephanie Kelly analyses three key things needed in 2025 to drive the energy transition.
High-emission companies must prepare for the real and growing transition risks, as the introduction of robust carbon policies could lead to clear and immediate impacts on shareholder value.
The latest research from Greenwheel on why hydrogen production can be seen to be crucial for achieving the IEA's Net Zero by 2050 (IEA NZE) roadmap. And why expanding its use across sectors that do not currently use it will be crucial.
To help investors assess the performance of holding companies and identify practical actions and objectives on what “good” looks like to inform engagements, Greenwheel developed a Responsible Mining Framework for Investors. The Framework captures the key actions for businesses to adopt across the mining lifecycle, from exploration to closure and reclamation.
Communities face human rights risks across the entire AI value chain. New forms of human rights risks emerge for communities, particularly in the establishment of data centres and the development and deployment of AI systems. Read on to find out how investors could learn from this.
Over the last years, artificial intelligence (AI) has become a fixture of our lives. Amidst the new AI boom, an emerging concern for investors is AI’s potential social impact; one key stakeholder group that will inevitably be impacted is workers.
As artificial intelligence (AI) grows in sophistication and use, demand for data centres to deliver it will accelerate. Paul Drummond, Greenwheel's Climate and Environment Lead, explores the resource and environmental implications of data centres, and provides a framework for assessing the environmental footprint of companies operating data centres.
Over the past decade, regulations and international norms have evolved to increasingly put human rights at
the heart of responsible business activity. Jessica Wan, Greenwheel's Social Research Lead, and Nick Clay and Robert Canepa-Anson from the Global Equity Income team, explore how deep human rights discussions can impact investment decisions and portfolio management.
Decarbonising home heating is one of the most difficult challenges remaining on the journey to Net Zero. John Teahan, Portfolio Manager, Climate Engagement Strategies, and Paul Drummond, Greenwheel’s Climate and Environment Lead, explore the evolving investment landscape and opportunity.
In this joint paper between the Redwheel Emerging & Frontier Markets and Greenwheel teams, Greenwheel Insights in Investment Practice: Investing in Financial Inclusion, the team explores the investment opportunity financial inclusion presents alongside portfolio examples of tools and insights in practice.
The focus for climate change action is almost always on ‘mitigation’ – investing in the technologies and activities that can reduce emissions to reduce the amount of warming that happens. In this Greenwheel research paper, Redwheel focused on another side of the climate change action coin that gets much less attention but is crucial in its own right: adaptation.
