Redwheel

Investment Management
How high valuations and fiscal risks could reshape US equity markets
Is US market dominance sustainable, or are extreme valuations setting the stage for a reversal?
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Financial Advice
Revisiting the total return kings: lessons for investors
What can investors learn from revisiting the total return kings?
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Financial Advice
The energy transition under Trump 2.0: What’s next?
What does a Trump 2.0 administration mean for the energy transition?
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Financial Advice
What is the real impact of innovations such as AI on economic growth
Explore how modern innovation reshapes economic landscapes, providing both challenges and opportunities.
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Financial Advice
Healthcare investments under scrutiny: Navigating policy-driven changes
How could changes in leadership reshape the landscape for healthcare investments?
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Financial Advice
Are the ‘Fab Four’ unstoppable?
While investors are familiar with the ‘Magnificent Seven’ tech stocks in the US, the MSCI Emerging Markets index has its equivalent ‘Fab Four’ that have come to dominate composition and performance.
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Financial Advice
What is the real impact of AI on economic growth?
Explore how modern innovation reshapes economic landscapes, providing both challenges and opportunities.
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Financial Advice
Climate adaptation in emerging markets
Identifying the relative gaps between need and capacity to create demand for adaptation solutions in emerging markets.
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Investment Management
Value investing is working again
Value stocks have been outperforming growth stocks since November 2020.
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Financial Advice
The art of waiting in value investing
What investment lessons can be learnt from cartoon bears?
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Financial Advice
The investment case for biodiversity: A sustainable future
How can a focus on biodiversity shape a more sustainable future for investors and businesses?
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Investment Management
How investing mirrors Blitz chess: mastering skill and timing
What do chess and investing have in common when it comes to avoiding financial losses?
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