The Evenlode Podcast

In this month's investment view, we explain how we approach the delivery of our dividend growth and how managing valuation risk and opportunity in the market is prudent over time. --- Please note, these views represent the opinions of the Evenlode team as of 28th March 2025 and do not constitute investment advice. Past performance is not a reliable indicator of future results. The value of investm...

In this month's investment view, we offer a portfolio update following the podcast we released earlier this week, which addresses the ongoing market turbulence. --- Please note, these views represent the opinions of the Evenlode team as of 11th April 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...

In this month's investment view, we offer a portfolio update following the podcast we released earlier this week, which addresses the ongoing market turbulence. --- Please note, these views represent the opinions of the Evenlode team as of 11th April 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...

In this month's investment view, we provide an overview of the recent effects of the Liberation Day tariff announcements on global stock markets and our portfolio holdings. --- Please note, these views represent the opinions of the Evenlode team as of 4th April 2025 and do not constitute investment advice. Past performance is not a reliable indicator of future results. The value of investments can...

In this month's investment view, as we assess the recent full-year results, we focus on providing an overview of our largest seven holdings. --- Please note, these views represent the opinions of the Evenlode team as of 10th March 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 inv...

In this month's investment view, with two-thirds of the reporting season behind us, we offer a business-level analysis of selected holdings amidst ongoing global uncertainty. --- Please note, these views represent the opinions of the Evenlode team as of 25th February 2025 and do not constitute investment advice. Past performance is not a reliable indicator of future results. The value of investmen...

In this month's investment view, with two-thirds of the reporting season behind us, we offer a business-level analysis of selected holdings amidst ongoing global uncertainty. --- Please note, these views represent the opinions of the Evenlode team as of 25th February 2025 and do not constitute investment advice. Past performance is not a reliable indicator of future results. The value of investmen...

An overview of the performance of the Evenlode Global Equity Fund in 2024. --- Please note, these views represent the opinions of the Evenlode team as of 30th January 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 forecas...

An overview of the performance of the Evenlode Global Opportunities Fund in 2024. --- Please note, these views represent the opinions of the Evenlode team as of 30th January 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...

In this month's investment view, we will discuss the year just finished, and share some thoughts on the current outlook. --- Please note, these views represent the opinions of the Evenlode team as of 28th January 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...

In this month's investment view, as we are in a period of much change and market noise, we thought it would be a good time to take stock of the current equity market and the portfolio’s performance within it. --- Please note, these views represent the opinions of the Evenlode team as of 28th January 2025 and do not constitute investment advice. Past performance is not a reliable indicator of futur...

In this month's investment view, as we are in a period of much change and market noise, we thought it would be a good time to take stock of the current equity market and the portfolio’s performance within it. --- Please note, these views represent the opinions of the Evenlode team as of 28th January 2025 and do not constitute investment advice. Past performance is not a reliable indicator of futur...

In this month's investment view, with the holiday season approaching, the Evenlode investment team have compiled a list of books that we have read over the second half of 2024. Some of these texts are not obvious light-reading for Boxing Day, but we hope you will find something engaging on the list! --- Please note, these views represent the opinions of the Evenlode team as of 19th December 2024 a...

In this month's investment view, we review the performance of the global market in 2024 and how our investment process has guided our investment decisions. --- Please note, these views represent the opinions of the Evenlode team as of 19th December 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 w...

In this month's investment view, following on from the third quarter results season, we discuss several portfolio holdings to highlight themes we are seeing across the portfolio. --- Please note, these views represent the opinions of the Evenlode team as of 11th December 2024 and do not constitute investment advice. Past performance is not a reliable indicator of future results. The value of inves...

In this month's investment view, following the outcome of the US election, we summarise the rhetoric of the campaign and its aftermath on the markets, and what the implied tariff picture means for the portfolio. --- Please note, these views represent the opinions of the Evenlode team as of 25th November 2024 and do not constitute investment advice. Past performance is not a reliable indicator of f...

In this month’s investment view, we focus on the US election result and its potential implications for the portfolio and the wider global economy. --- Please note, these views represent the opinions of the Evenlode team as of 30th October 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,...

In this month's investment view, we provide an overview of the consumer goods sector focusing on luxury goods, a much-discussed area as even the affluent feel the pinch. --- Please note, these views represent the opinions of the Evenlode team as of 30th October 2024 and do not constitute investment advice. Past performance is not a reliable indicator of future results. The value of investments can...

In this month's investment view, we provide a quarterly update of the Evenlode Global Equity Fund. --- Please note, these views represent the opinions of the Evenlode team as of 23rd October 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 i...

In this month's investment view, we provide an update on three companies that highlight some key themes within the portfolio. --- Please note, these views represent the opinions of the Evenlode team as of 1st October 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...

In this month's investment view, inspired by the Olympics and Paralympics, we share our thoughts on sporting goods, an area of consumer goods that has had to balance on the narrow bar between performance and fashion. --- Please note, these views represent the opinions of the Evenlode team as of 27th September 2024 and do not constitute investment advice. Past performance is not a reliable indicato...

In this month's investment view, as it is holiday season, members of the Evenlode investment team have compiled a selection of books that we have read and found interesting over the first half of 2024. Not all of these texts are obvious light-reading material for the beach, but we hope you find the list of interest! --- Please note, these views represent the opinions of the Evenlode team as of 23r...

In this month's investment view, with recent market volatility hitting the headlines, we report on the half year trading results for some of the fund's holdings which have, in the main, been solid and free from the drama reported elsewhere. --- Please note, these views represent the opinions of the Evenlode team as of 14th August 2024 and do not constitute investment advice. Past performance is no...

In this month's investment view, with the interim results season in full swing and over 85% of the portfolio's companies having reported, we provide an overview of a number of the underlying holdings. --- Please note, these views represent the opinions of the Evenlode team as of 31st July 2024 and do not constitute investment advice. Past performance is not a reliable indicator of future results....

In this month's investment view, we examine the broad shape of share price moves in recent times and, in comparison, the air of calm that prevails in the Evenlode Global Income portfolio. --- Please note, these views represent the opinions of the Evenlode team as of 29th July 2024 and do not constitute investment advice. Past performance is not a reliable indicator of future results. The value of...