Articles
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Supply constraints
In this month's investment view, we discuss some of the developments in global supply and the market reaction.
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First quarter results
In this month's investment view, we discuss the current macro-economic and geopolitical factors and how they have impacted the first quarter's results.
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Global demand
In this month's investment view, as market volatility continues in global equity markets, we summarise how Q1 2022 results have fared for the consumer goods and healthcare sectors.
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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.