News & insights

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.

President Trump has wasted no time in pursuing his priorities since yesterday’s inauguration. What does this mean for the energy transition, in the USA and internationally? SeeGreenwheel’s analysis of the potential outcomes under two scenarios.

The Redwheel Emerging and Frontier Markets team give their outlook for 2025.

Ian Lance, Portfolio Manager, Redwheel Value & Income, revisits his “total return kings” thesis in his latest insight to investigate how the dual catalysts of corporate takeovers and share buybacks have influenced the performance of certain UK stocks in the TM Redwheel UK Equity Income portfolio across 2024 and moving into 2025.

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.

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.

This research from our sustainability insights partner, Greenwheel, is the first in a series identifying the relative gaps between need and capacity to create demand for adaptation solutions 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.