The Evenlode Podcast

Global stock markets have been a bit mixed during March, though both Evenlode Income and the UK market have posted a positive return.
 
Reopening optimism continues, somewhat tempered by the announcement of further lockdowns in Europe following a rise in cases, and a less positive trend in economic leading indicators versus expectations. Commodity and energy prices also fell in the second half of the month.

In this episode we give an overview of how some of the companies in the Evenlode Income Fund are performing so far this year.

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Please note, these views represent the opinions of the Evenlode team as of March 2021 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

Corporate results season is here. In this episode we look at the performance of the companies within the Evenlode Global Dividend and Evenlode Global Income Funds.

The charts referenced in this episode can be viewed at -
https://evenlodeinvestment.com/news/corporate-results-season-no-tea

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Please note, these views represent the opinions of the Evenlode team as of March 2021 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

Global stock markets have resumed their climb higher in February, spurred by optimism that the worst of the Covid crisis may begin to pass over coming months.

The pendulum of investor sentiment has swung a long way in the last 12 months. Last March, the presiding sentiment was fear, but in today’s stock market it is fear-of-missing-out.

In this episode, we look at the performance of the Evenlode Income Fund so far this year, and why over the long term it pays to own pieces of good companies.

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Please note, these views represent the opinions of the Evenlode team as of February 2021 and do not constitute investment advice.

For more information visit evenlodeinvestment.com

As eyes turn to the post-pandemic world, investors’ imaginations have been captured by tech giants across America and Asia, whilst in stark contrast, Europe’s corporate elite in more traditional industries have faced difficult questions over their ability to keep pace.

In this episode, we consider the innovation prospects for three leading European companies operating in three different industries, all currently held by the Evenlode Global Income fund.

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Please note, these views represent the opinions of the Evenlode team as of February 2021 and do not constitute investment advice.

For more information visit evenlodeinvestment.com

In this episode Ben Peters, investment manager at Evenlode, and Tom Weller, Evenlode's innovation analyst, have a conversation about the The Testing, Inspection and Certification (TIC) industry.

They discus how this industry works, as well as the specific companies within this industry Evenlode invest in.

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Please note, these views represent the opinions of the Evenlode team as of February 2021 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

For more information visit evenlodeinvestment.com

As we all turn the page on the extraordinary year that was 2020, we will as usual use this investment view to review the year just passed and to share some thoughts on the outlook for the coming year and beyond.

To view the table mentioned in this episode please click here.

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Please note, these views represent the opinions of the Evenlode team as of January 2021 and do not constitute investment advice.

For more information visit evenlodeinvestment.com

Happy new year to all of our co-investors and readers. 2021 surely can’t turn out to be more dramatic than 2020 can it?

In this episode we provide an overview of last years performance of the Evenlode Global Income Fund, as well as our thoughts going forward into 2021.

To view the charts and tables mentioned in this episode visit
https://evenlodeinvestment.com/news/evenlode-global-investment-view-january-2021

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Please note, these views represent the opinions of the Evenlode team as of January 2021 and do not constitute investment advice.

For more information visit evenlodeinvestment.com

This month, as holiday season is approaching, the Evenlode investment team have compiled a selection of books that we have read and found interesting over the second half of 2020. 

We're not sure all of these texts are obvious light-reading material for Boxing Day. However, we hope you'll find something of interest.

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Please note, these views represent the opinions of the Evenlode team as of December 2020 and do not constitute investment advice.

For more information visit evenlodeinvestment.com

During the first three weeks of November, the very positive news on coronavirus vaccines and the clarity provided by the US election led to a huge surge in investor’s animal spirits and a significant rally in global stock markets.

Listen to our thoughts on these latest developments.

The charts and tables referenced in this episode can be viewed here -
https://evenlodeinvestment.com/news/evenlode-investment-view-november-2020

Please note, these views represent the opinions of the Evenlode team as of November 2020 and do not constitute investment advice.

For more information visit evenlodeinvestment.com

The recent market move has been dubbed a ‘great rotation’, partly because so-called ‘value’ stocks have not just lagged in the pandemic, but have lagged equity markets ever since the financial crisis.

Anything that acts as a positive catalyst for these out-of-favour companies has come to be referred to as a ‘value rotation’. Is this what we’re seeing now?

Please note, these views represent the opinions of the Evenlode team as of November 2020 and do not constitute investment advice.

For more information visit evenlodeinvestment.com