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While investors have become familiar with the "Magnificent 7" US stocks, they may know less about the "Fab Four" stocks, sectors and countries that have come to dominate in Emerging Markets.
Ian Lance, Redwheel Value & Income explores how value has outperformed growth practically everywhere since November 2020. The obvious, arguably only, exception is in large cap US stocks. Should we consider this "the last shoe to drop"?
Read the recent release on the appointment of an emerging markets impact team.
Read the most recent comment on China from the Redwheel Emerging and Frontier Markets team.
In his latest paper, Ian discusses why some share buybacks are good, some are bad, and some are even ugly.
Read the latest release on Redwheel's completion of Ecofin.
Read the latest insight from the Redwheel Emerging Markets team.
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.
Read the latest insight from Shaul Rosten and the Value & Income team.
In this video, Amanda O’Toole, examines four investment themes as part of the Redwheel Biodiversity Strategy that can potentially reduce the rate of environmental depletion and degradation, and deliver a better future for biodiversity.
This paper from Greenwheel aims to equip investors with the knowledge and tools necessary to better understand and assess companies' reported emissions data and targets.
Read the latest research paper from the Greenwheel research team on sustainable aviation fuels.