Articles
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Inflation and long-term investing
In this month’s investment view, we discuss recent input cost inflation dynamics, and several fundamental factors that are helpful for companies in a more inflationary environment.
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Rounding off results
In this month's investment view, as volatility continues in global equity and commodity markets, we look at how companies are faring on the ground.
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Field notes
In this month’s investment view, we consider the impact of the fast-moving Russia-Ukraine situation, and discuss some key themes from recent company results.
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Corporate performance
The outbreak of war in Ukraine is unwelcome and shocking. We hope for a rapid end to hostilities. In this investment view, we also examine corporate performance.
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Evenlode Investment Global Dividend Sustainability Report 2022
The Evenlode Investment Dividend Sustainability Report 2022 is now available to download.
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Paying dividends
In this month's investment view we look at global dividends in the context of recent corporate and market performance.
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2021 review and outlook for 2022
In this month's investment view, we review the fund’s performance over the past year, recent portfolio changes, and the valuation environment for 2022.
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Evenlode Income review and outlook
In this month's investment view, we will discuss the year just passed and share some thoughts on the outlook for the year ahead.
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Winter reading 2021
With the holiday season approaching, the Evenlode investment team have compiled a list of books that we have read in recent months. We hope you will also find something of interest.
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Hidden champions
In this month's investment view, we discuss three ‘hidden champions’ that enjoy market-leading positions in niche sectors, embedded relationships with their corporate clients, and interesting long-term growth potential.
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Key sectors
In this month's investment view, we examine the fortunes of some of the Global Income portfolio’s key sectors.
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Consumer brands
In this month’s investment view, we discuss the progress of Evenlode Income’s consumer branded goods holdings, and how they are adapting to recent supply chain and input cost dynamics.