Despite persistent outflows, global investor underweights and little direct exposure to the AI-led market rally, UK equities have generated strong relative returns.
Davide Basile marks the first year of Redwheel’s Enhanced Index Focus Convertibles strategy, exploring balanced global convertible exposure and three implementation levers.
Geothermal energy provides near-zero-emissions baseload and flexible power plus direct heat at stable operating costs.
Natural capital solutions support ecosystem services that form the operating backbone of the real economy through water, waste, and environmental systems.
The datacentre power supercycle is rewriting utility investment cases as electricity demand collides with ageing grids.
As equity indices become concentrated, staying close to benchmarks can carry underappreciated risks.
The team examines elevated valuations, free cash flow pressure, and constraints on datacentre expansion.
If you pick up a newspaper today, it is likely that you will find an article either proclaiming or disputing the existence of an AI bubble. As Chart 1 shows, in the week commencing the 17 October,...
China’s pursuit of anti-involution policies is unlocking new pathways for sustainable, long-term economic growth in more technologically advanced and higher value-added industries. The government i...
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