The Evenlode Podcast

In this month's investment view, Rob Strachan, Investment Analyst on the Global Income team, highlights some of the discussions that he had with brokers and researchers in the most recent conference season in December.

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Please note, these views represent the opinions of the Evenlode team as of 23rd January 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

In this month's investment view, we will discuss the year just passed, and share some thoughts on the outlook for the year ahead.

Economic and geopolitical risks were never far from the headlines in 2023, but most global stock markets ended up posting positive returns for the year, helped by a strong rally in the last two months.

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Please note, these views represent the opinions of the Evenlode team as of 15th January 2024 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

This month, with the holiday season approaching, the Evenlode Investment team have compiled a list of books that we have read over the second half of 2023, most, but not all, of which have been published in the last couple of years.

Some of these texts are not obvious light-reading for Boxing Day, but we hope you will find something engaging on the list!

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Please note, these views represent the opinions of the Evenlode team as of 18th December 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

We end the year with a little activity in the Evenlode Global Income portfolio, having sold out of two positions and buying two others in their place through November and the early part of December.

As we’ll see these are not like-for-like swaps in terms of industry, but in the context of overall portfolio positioning they add some diversification and valuation appeal.

At the end we’ll take a quick look back at the year as we enter the holiday season.

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Please note, these views represent the opinions of the Evenlode team as of 18th December 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

In this month's investment view, as we move towards the holiday season, we provide a little colour on several themes and businesses from across the portfolio.

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Please note, these views represent the opinions of the Evenlode team as of 8th December 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

In this month's investment view, we continue on the theme of third quarter results and discuss what’s going on right now and in the near future for the companies we invest in, and what people are guessing at for the longer term for these businesses.

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Please note, these views represent the opinions of the Evenlode team as of 21st November 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

In this month's investment view, we will delve into a selection of the third quarter results and explore the wider trends that have driven the fund's robust performance.

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Please note, these views represent the opinions of the Evenlode team as of 20th November 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

In this month's investment view we discuss two portfolio companies that we mentioned briefly last month. They give a flavour of the valuation and compounding opportunities we see in self-funding, market-leading businesses across a variety of sectors.

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Please note, these views represent the opinions of the Evenlode team as of 1st November 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

In this month's investment view we provide an initial thematic update as companies start to report on latest revenue figures.

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Please note, these views represent the opinions of the Evenlode team as of 25th October 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

In this month's investment view we discuss how inflation and interest rates are affecting the global economy and the Evenlode Income portfolio.

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Please note, these views represent the opinions of the Evenlode team as of 3rd October 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com