Redwheel

Investment Management
Petrobras to Korean banks: EM value ideas
Inefficiencies in emerging markets create opportunities for discerning investors.
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Investment Management
From Fukushima to Hormuz: Energy systems at a turning point
Are fossil fuel shocks speeding up the shift to electricity?
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Investment Management
Resilience in the age of renewables: lessons from the Iberian blackout
What really caused the blackout?
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Investment Management
Choosing convertible bond flavours
What are the key differences between the FTSE Global Vanilla and the FTSE Global Focus Convertible Indexes?
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Investment Management
Back to normality
The return of volatility highlights a shift back to a more typical market environment.
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Investment Management
Middle East conflict: Fertiliser under fire
The war is amplifying risks across fertiliser markets, with knock-on effects for global food prices.
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Investment Management
The electrification era begins
As electrification transforms industries, new sources of durable growth are emerging.
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Investment Management
Have Quality stocks lost their shine?
Disruption has rewritten the rules of Quality investing – how can approaches adapt?
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Investment Management
Reforms drive the Latin America rally
How could the return of conservative economic approaches impact markets?
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Investment Management
Small‑cap signals suggest opportunity
Is the market overlooking the value in small caps?
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Investment Management
Charging Ahead: The future of battery energy storage
Why is BESS demand set to surge?
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Investment Management
Emerging markets: From underdogs to outperformers
Are the conditions for an EM super‑cycle re‑emerging?
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