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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...

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.

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.

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.

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.

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