In this month's investment view, following the end of the Q1 reporting season, we detail some of our holdings and, outlining our valuation model, explain their positioning in the portfolio. --- Please note, these views represent the opinions of the Evenlode team as of 29th April 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 ..read more

Equity markets began 2024 with a continuation of the strong up-trend which kicked off in late October 2023 when US economic data and policymakers began signaling that US rates had probably plateaued, setting up a cutting cycle in 2024. --- Please note, these views represent the opinions of the Evenlode team as of 22nd April 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 ..read more

In this month's investment view, we review the recent quarterly performance of the portfolio and discuss four companies that have recently reported to give some more colour on operational trends. --- Please note, these views represent the opinions of the Evenlode team as of 4th April 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 guara ..read more

In this month's investment view, we discuss some key themes emerging from the recent Q4 results season, and more generally from the current investment environment. --- Please note, these views represent the opinions of the Evenlode team as of 8th March 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 visi ..read more

In this month's investment view, with just over half of the portfolio having reported results for 2023, Ben provides an overview of the recent results season, while Rob examines the disparity of results across different areas of the global economy and emerging economic themes. --- Please note, these views represent the opinions of the Evenlode team as of 28th February 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 for ..read more

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. --- 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 t ..read more

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. --- 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 ..read more

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! --- 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 ..read more

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. --- 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 tran ..read more

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. --- 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 inform ..read more