The Evenlode Podcast

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 opi...

Periods of heightened uncertainty, such as we find ourselves in, are always accompanied by a shortening of investor time horizons and a pick-up in volatility. This can feel quite stomach-churning for the long-term saver but are, unfortunately, inevitable. Please note, these views represent the opinions of the Evenlode team as of October 2020 and do not constitute investment advice. For more inform...

The world approaches November 3rd with a mix of trepidation and excitement. The 59th Presidential election of the United States has been fought in an unprecedented time, with the global pandemic providing the temporal backdrop while discussions on race, equality, opportunity, and the threat of impending environmental calamity are all competing for airtime. The political vortex has created vast unc...

Equity markets appear to have got used to the new normal and are shrugging off the looming winter with its likely lockdowns and lack of Christmas parties, instead looking to the bright side. So how has the market managed to remain chipper in the face of a dismal-looking festive season? --- To read this article and view the charts and tables mentioned in the article visit https://evenlodeinvestment...

The recent crisis has thrown much at the companies in the Evenlode Income portfolio and no one knows, as usual, quite what the next few months will bring. Hugh Yarrow, fund manager of the Evenlode Income Fund, gives an overview of how companies are changing and adapting to this new environment. Please note, these views represent the opinions of Hugh Yarrow as at 23rd September 2020 and do not cons...