Redwheel

Infrastructure investing has reached a pivotal moment as powerful, structural changes drive development opportunities globally. How can investors optimise their exposure? In their latest piece, Redwheel’s Ecofin team show that a significant valuation gap between listed and private companies is set to close as M&A activity intensifies. They argue that, by allocating to both, investors could gain well-diversified exposures to quality, income-generating assets trading at attractive valuations. Find out more: https://lnkd.in/eC-SzU5c #infrastructure #investing #listedinfrastructure #ecofin #redwheel For professional investors. No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment.  

Markets can be quick to discard companies in the grip of negative news flow, yet closer inspection can often reveal exciting value opportunities. How can investors see through the headlines? 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. Read here: https://lnkd.in/eh9U7DnR #valueinvesting #activeinvestment #findingvalue #redwheel No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment. 

The US power sector is on the cusp of a profound transformation. In just two years, the five-year load growth forecast has jumped 456% to 128 GW. This is the same as adding twice Germany’s peak demand.* Further, forecasts from NextEra Energy indicate that this is just the beginning of a multi-decade trend. This unprecedented surge in electricity demand will require transformative investments in power generation, infrastructure and storage. For companies poised to deliver solutions, the economic potential is immense. Read the latest piece from Redwheel’s Ecofin team to discover the scale of this opportunity and how investors can respond: https://lnkd.in/eWsnUHjN #electricitywins #thematicinvesting #US #electrification #Ecofin. No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment. *Source: Statista.com, 2025.

In his latest piece, Nicholas Smithie, ACA, CFA International, 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. Read the insight in full: https://lnkd.in/e8u2VpYC #emergingmarkets #redwheel #India For professional investors. No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment.

US equity markets are expecting the holy grail of investment conditions to persist: accelerating growth, falling rates, strong employment and no inflation. Can US multiples really continue to expand or is it all too good to be true? For Nick Clay, Portfolio Manager, Redwheel Global Equity Income, the past shows that rarity tends not to persist and investors need to prepare before markets mean revert. Read the full insight: https://lnkd.in/eqPxk9ym #US #equities #investing For Professional investors. No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment.

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, Michel Sznajer, Portfolio Manager, Ecofin Global Renewables Infrastructure Strategy, has seen private equity firms, utilities and renewables companies themselves conclude that valuations are now too attractive to ignore. Read his latest insight to learn more about the potential long-term opportunities in renewables investments: https://lnkd.in/eHqy-aJU #renewables #investing #ecofin #redwheel No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment.

We're pleased our Head of Stewardship and Regulatory Change Chris Anker was recently named the winner of the Simon Fraser Stewardship Award for 2024 by The Investor Forum CIC. The awards recognise those with a strong commitment to advancing stewardship in investment decision making. Congratulations Chris!   #stewardship #responsibleinvestment #redwheel

President Trump has wasted no time in pursuing his priorities since Monday’s inauguration, but what does this mean for the energy transition in the USA and internationally? Read the latest research from Paul Drummond, Greenwheel Climate and Environment Lead, on the key takeaways for investors. Read here: https://lnkd.in/gMsTvNWu #energytransition #inauguration #investing #greenwheel 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.

Will Trump 2.0 drive continued US growth at the expense of its Emerging Market trading partners in 2025? In his latest insight, Nicholas Smithie, ACA, CFA International, Head of Thematic Research, Redwheel Emerging and Frontier Markets team, challenges this narrative. He argues that the overcrowded US trade landscape offers select opportunities across the Emerging and Frontier universe for contrarian investors. Read the full insight: https://lnkd.in/e5mtS4_r #emergingmarkets #frontiermarkets #investing #outlook 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.

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 across 2024 and moving into 2025. Read the full insight here: https://lnkd.in/ecv6U9DY #valueinvesting #UKinvestment #sharebuybacks #corporatebids For professional investors. No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment.