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In his latest piece, Nick Clay argues that sustained inflation could be the path of least resistance for indebted governments committed to spending. He suggests that US tariff proposals are more than a mere negotiating tactic and draws parallels with the 1970s to support his argument that waves of higher inflation are likely from here. How can investors prepare?
China’s equity market has surged since the beginning of 2024, closing the long-standing performance gap with the broader EM index. Why is this and can it continue?
Redwheel’s Value and Income team see strong return potential in European banks, where robust capital positions and attractive valuations offer a significant margin of safety.
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.
The Redwheel Emerging and Frontier Markets team give their outlook for 2025.
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A range of measures may be taken to reduce high and volatile electricity prices in both the EU and the UK. Find out more about these measures in Greenwheel's latest report.
This paper aims to equip investors with the knowledge and a simple framework to better understand and assess companies’ reported avoided emissions.
This paper aims to equip investors with the knowledge and tools necessary to better understand and assess companies’ reported emissions data and targets.
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.
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.
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.
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.
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.
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.
