Redwheel

"𝗙𝗿𝗼𝗺 𝘄𝗵𝗲𝗿𝗲 𝘄𝗲 𝘀𝗶𝘁, 𝗶𝘁 𝘀𝗲𝗲𝗺𝘀 𝘁𝗵𝗮𝘁 𝘃𝗮𝗹𝘂𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗶𝘀 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝗼𝗻𝗰𝗲 𝗺𝗼𝗿𝗲." -Ian Lance, Portfolio Manager, Redwheel Value & Income  In his latest blog, Ian Lance observes that value stocks have tended to outperform growth stocks almost everywhere since November 2020, with the exception of large-cap US growth stocks.  Will the 'Magnificent Seven' be "the last shoe to drop"? Find out more here: https://lnkd.in/ehnSPB_8 #valueinvesting #magnificent7 #value #growthinvesting For professional investors. No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment.

Join us: On Thursday, 24th October, Nick Clay, Portfolio Manager, Redwheel Global Equity Income, will join a panel of experts on Asset TV UK to discuss equity income investing and more... Sign up here: https://lnkd.in/etw4PyNU #AssetTV #EquityIncome #Investing For professional investors. No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment.

In a recent video, Paul Drummond, Climate and Environment Research Lead, highlights three critical takeaways from his trip to New York: 1️⃣ Methane emissions remain in focus: Why cutting-edge satellite monitoring of global methane emissions has the potential to revolutionise how companies and investors manage emissions. 2️⃣ The maturation of voluntary carbon markets: Despite previous setbacks, carbon credits could be poised to evolve into a more sophisticated market as companies increasingly seek to offset challenging emissions in their operations and supply chains, while avoiding accusations of greenwashing. 3️⃣ Shedding light on the theme of adaptation: Exploring the previously overlooked concept of adapting to the physical risks and impacts of climate change, which has been a significant focus in Climate Week conversations and is expected to gain more prominence in 2025. #newyorkclimateweek #greenwheel For professional investors. No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment.

In his previous paper on UK share buybacks, Ian Lance, Portfolio Manager, Redwheel Value & Income, outlined how UK corporates could leverage low valuations to increase earnings and dividends per share. Some of the companies that he analysed have subsequently produced strong returns supported by a total return approach to share buybacks. However, in his latest piece, he delves deeper into the topic to highlight why he believes some buybacks are good, some are bad, and some are even ugly... Read the whitepaper: https://lnkd.in/eTraKc2Y #sharebuybacks #UKinvestment #valueinvesting For professional investors. No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment.

Today, we are excited to announce that we have successfully completed the purchase of the assets of Ecofin, a specialist investor in sustainable infrastructure and environmental solutions.   The acquisition enhances Redwheel’s existing thematic sustainability capabilities by bringing global public equity strategies across renewable infrastructure, energy transition, and sustainable infrastructure, including a London-listed investment trust, Ecofin Global Utilities & Infrastructure Trust plc.   To learn more about the announcement: https://lnkd.in/eTWiXP4w Or, to find out more about Ecofin: https://lnkd.in/eYEM4Scw   No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment. #ecofin #redwheel #sustainablethematics

We are thrilled to announce that our sustainable research arm, Greenwheel, has been shortlisted for the Principles for Responsible Investment Recognition for Action - Human Rights award. The Greenwheel Human Rights Toolkit for investors formed the basis for the nomination. Special congratulations to Jessica Wan for developing this toolkit, which empowers Redwheel's investment teams to consider human rights investment risks across their portfolios. We wish Greenwheel and all the candidates the best of luck at the awards ceremony in October! https://lnkd.in/eU24jJiq #greenwheel #humanrights #PRI #nomination For professional investors. No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment.

Easing into EM: How will a rate cutting cycle impact emerging market equities? Ahead of the next FOMC meeting, Nicholas Smithie, ACA, CFA International, Head of Thematic Research in Redwheel’s Emerging and Frontier Markets team, looks back at previous cycles to assess the potential for EM central banks to follow the Fed’s lead, stimulate growth, and boost valuations. Read Nick’s latest piece to find out more here: https://lnkd.in/eyM5FmwE #EmergingMarkets #Fed #interestrates #redwheel #investing For professional investors. No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment. Forecasts and estimates are based upon subjective assumptions about circumstances and events that may not yet have taken place and may never do so.

Ahead of #COP29, Redwheel is proud to be a signatory of the 2024 Global Investor Statement to Governments on the Climate Crisis. Delivering a just transition to a climate-resilient, nature-positive global economy will not happen without additional private capital flows to fund investment in climate mitigation, resilience, and adaptation activities both in emerging markets and developing economies.   Read the statement in full at: https://lnkd.in/g5x6RgCx #GlobalInvestorStatement #Sustainability #ClimateCrisis #Redwheel For professional investors. No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment. Forecasts and estimates are based upon subjective assumptions about circumstances and events that may not yet have taken place and may never do so.

Hydrogen produces no emissions when used and is a small but crucial component of the IEA's Net Zero by 2050 (IEA NZE) roadmap. However, most hydrogen currently used is extracted from fossil fuels, which generates emissions in the process. To be truly low carbon these emissions must be captured and stored, or hydrogen sourced from water using renewable energy. Read the latest paper from Paul Drummond, Greenwheel's Climate and Environment Lead, to learn more about low-carbon hydrogen - including options and likely costs for producing and transporting it, key sources of policy support, and drivers and barriers to scale. Read more: https://lnkd.in/ecM2RBws #hydrogen #greenwheel #netzero For professional investors. No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment. Forecasts and estimates are based upon subjective assumptions about circumstances and events that may not yet have taken place and may never do so.

In Blitz chess, players must make intelligent moves while managing time constraints. Similarly, Shaul Rosten and the Redwheel Value & Income team believe that investors need to balance two skills: ✔ Understanding and quantifying a business's economics over time ✔ Fairly assessing the company's current intrinsic value As interest rates rise and some highly-priced quality companies fail to deliver, the team encourages investors to remember that valuation matters... Read the latest article : https://lnkd.in/eNAGZtAG #value #investing #valuation For professional investors. No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment.