Articles
-
Investing and inflation
In this month's investment view, we outline the qualities that we believe provide a company with some very important safety buffers as a protection from inflation.
-
Citywire Selector - How this AAA-rated PM handles 'walking wounded' divi stocks
In this Citywire Selector article Ben Peters talks about navigating dividends during the global pandemic.
-
Delayed arrival
In this month's investment view, we focus on likely dividend pay-outs in light of the current crisis.
-
ESG Clarity - Stakeholder Theory: The right thing is often the most profitable thing
Chris Elliott, co-manager of the Evenlode Global Income Fund, recently wrote an article on the Stakeholder Theory. In the article he takes a look at several companies’ responses to the covid-19 pandemic and how they are supporting clients and customers.
-
Field notes from the crisis
In this month's investment view, following recent company updates, we provide an update on some of the key themes we have been hearing and thinking about.
-
Morningstar video - These are challenging times for income investors
In this video Ben Peters talks to Holly Black about the Global Income Fund, his search for stable dividends during this period and the companies trying to operate as business as usual.
-
Applauding multi-stakeholder responses
In this month's investment view, we examine the Stakeholder Theory that proposes that the fortunes of a business are dictated not only by the shareholders and management, but also by relationships with customers, suppliers, employees and society at large.
-
Operating through a world in lockdown
In this month's investment view, we discuss recent Covid-19 related trading updates and provide an analysis of our findings.
-
Portfolio Adviser - Quarantine Q&A with Evenlode’s Ben Peters
Ben Peters recently spoke to Portfolio Adviser about working from home and reviewing the Evenlode Global Income Fund in light of the rapidly-altered risk landscape.
-
One quarter down
In this month's investment view, we report on the first quarter's results which, unsurprisingly given the news headlines, have resulted in negative returns.
-
Investment Week - Evenlode looks to innovate as it evolves its stewardship and ESG frameworks
In this Investment Week article, Chris Elliott and Sawan Kumar talk about stewardship and company engagement, as well as navigating industry disruption.
-
Navigating through and beyond this crisis
In this month's investment view, we give a detailed analysis of how different holdings are likely to fare operationally in the short-term.