REDWHEEL

Redwheel is a specialist, independent investment manager with an active investment heritage built on a foundation of innovation, original thought, and high conviction.

The business was established in 2000 with the ambition to create an environment in which exceptional fund managers can operate with a high degree of investment autonomy and maximise the benefits of their skills over the long-term.

The eight investment teams specialise in Sustainable and Thematic Equities, Active Engagement, Emerging Markets, Value and Income and Convertible Bonds.

REDWHEEL articles / content

Harnessing reform as a catalyst for growth: Vietnam & Mexico

REDWHEEL

Harnessing reform as a catalyst for growth: Vietnam & Mexico

Economic reform programmes are creating new and sustainable sources of value across overlooked emerging markets

Are you sure about that? The folly of forecasting

REDWHEEL

Are you sure about that? The folly of forecasting

Two recent events have inspired me to write (yet again) about the folly of forecasting when it comes to investment.

Rethink energy exposure: ignore electricity at your peril

REDWHEEL

Rethink energy exposure: ignore electricity at your peril

In recent years, the energy landscape has shifted dramatically, with electricity capturing an increasingly significant share of global energy consumption

Bringing a gun to a fistfight – Why equity markets are overlooking South Korean banks

REDWHEEL

Bringing a gun to a fistfight – Why equity markets are overlooking South Korean banks

In late 2007, at the height of the real estate mania gripping the USA, the famed real estate investor Sam...

The unknown bull market on the frontier

REDWHEEL

The unknown bull market on the frontier

Investors might not have noticed the impressive performance of this small and overlooked asset class because the price index has...

Rebalancing the narrative: Convertibles in a new regime

REDWHEEL

Rebalancing the narrative: Convertibles in a new regime

Just over a year ago, we argued that the post-pandemic market regime was laying the foundation for a renewed era...

Hiding in plain sight: Finding value in unexpected places

REDWHEEL

Hiding in plain sight: Finding value in unexpected places

Recently, in my household, we have been thumbing through the Enid Blyton canon, joining the various alliterative groups of young...

Total return kings revisited

REDWHEEL

Total return kings revisited

Since we believe that managers ‘start of year outlooks’ are rarely of any use, we do not intend adding to...

Emerging and frontier markets outlook 2025: Pick your spots

REDWHEEL

Emerging and frontier markets outlook 2025: Pick your spots

Emerging Markets posted positive returns in 2024

US exceptionalism and the illusion of endless growth

REDWHEEL

US exceptionalism and the illusion of endless growth

Why rare market conditions demand a return to investment fundamentals