The Evenlode Podcast

Last month we asked the question ‘is this time different’ for markets as the Trump administration attempts to reshape the global economic order.

Looking at financial market developments, one of the few signs that there might be something going on is in the dollar, which has weakened by about 10% against sterling since March and a similar level against the major global currencies.

Otherwise the indications are that not much has changed despite all of the news.

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Please note, these views represent the opinions of the Evenlode team as of 27th June 2025 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

Last month we asked the question ‘is this time different’ for markets as the Trump administration attempts to reshape the global economic order.

Looking at financial market developments, one of the few signs that there might be something going on is in the dollar, which has weakened by about 10% against sterling since March and a similar level against the major global currencies.

Otherwise the indications are that not much has changed despite all of the news.

---

Please note, these views represent the opinions of the Evenlode team as of 27th June 2025 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 are now at or close to all-time highs again in world equity markets less than three months after the drama of the 2 April tariff announcements.

The rally from the 8 April lows has been historically fast and furious, and focused on the US tech names which had been lagging into the 2 April announcement. The explanation for all of this is fairly simple.
 
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Please note, these views represent the opinions of the Evenlode team as of 27th June 2025 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 are now at or close to all-time highs again in world equity markets less than three months after the drama of the 2 April tariff announcements.

The rally from the 8 April lows has been historically fast and furious, and focused on the US tech names which had been lagging into the 2 April announcement. The explanation for all of this is fairly simple.
 
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Please note, these views represent the opinions of the Evenlode team as of 27th June 2025 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 market volatility continues and geopolitical uncertainty remains high, we provide an overview of a few existing and new stocks that we believe offer long-term embedded value for the portfolio.

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Please note, these views represent the opinions of the Evenlode team as of 12th June 2025 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 a further update on the Q1 reporting season in light of recent political headlines, and how this has influenced our analysis of investment opportunities.

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Please note, these views represent the opinions of the Evenlode team as of 27th May 2025 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 a further update on the Q1 reporting season in light of recent political headlines, and how this has influenced our analysis of investment opportunities.

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Please note, these views represent the opinions of the Evenlode team as of 27th May 2025 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 are now in the final stages of the reporting season for the first quarter of 2025 for companies with 31 December year ends. We usually find the regular rhythm of corporate earnings a useful cue for stock-taking.
 
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Please note, these views represent the opinions of the Evenlode team as of 21st May 2025 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 are now in the final stages of the reporting season for the first quarter of 2025 for companies with 31 December year ends. We usually find the regular rhythm of corporate earnings a useful cue for stock-taking.
 
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Please note, these views represent the opinions of the Evenlode team as of 21st May 2025 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, following the aftermath of the changes in US tariff policies, we provide a brief overview of recent company results and portfolio performance, together with a detailed overview of a new holding that was previously held by the portfolio.

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Please note, these views represent the opinions of the Evenlode team as of 9th May 2025 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