Don’t bash the dividend
Share on facebook Share on twitter Share on linkedin ‘The amount of money that PepsiCo distributed in dividends last year was greater than the total value of the company back at the start of the 1980s.’ Tweet At a time when energy costs, mortgage prices and just about everything else seems to be rising, the […]
Engagement over divestment: Launch of the Redwheel UK Climate Engagement Strategy
Podcast – The tortoise way of investing
Podcast – The tortoise way of investing In this podcast, Adam Lewis (Content Editor, Bonhill Group) is joined by Nick Clay (Fund Manager, Redwheel Global Equity Income Fund) to discuss current market conditions and why despite inflation and fears of a recession, we could see a return to normality for markets. Nick highlights what investors […]
Investors humming to a different tune
Share on facebook Share on twitter Share on linkedin ‘This is just a normal market environment. The abnormal period was the one we have been in since 2008, but because everything went on for so long, investors have somewhat forgotten about cycles and volatility.’ Nick Clay, manager, Redwheel Global Equity Income Fund Tweet Set against […]
The adviser’s guide to value investing
The evolution of GEMs
At the end of July it was announced that the Chinese authorities were to crack down on online after-school companies and stop these educational services from making profits or raising capital.
Roundtable part 1 – Is China still an emerging market?
Roundtable part 2 – ESG is not static
Fund in Five – presenting the TM RWC Global Emerging Markets Fund
Video Q&A – The evolution of ESG in China
