Articles
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The business of investing
In this month's investment view, we provide an update on the fundamental progress the portfolio is making, and some thoughts on valuation and input cost inflation.
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Values - Redux
In this month's investment view, with global equity markets rising through 2021, we take another look at valuations.
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Evenlode: Greenhouse gas emissions down as company reporting data improves
Following the release of Evenlode's Portfolio Carbon Emissions Analysis which can be found in the Stewardship section of the website, Investment Week have run an exclusive on our research as part of their run up to COP26.
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Summer 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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Consumer trends - Part 2: Alcohol
In this month's investment view, in our second look at consumer trends we examine changing attitudes to alcohol consumption.
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Themes from results
In this month's investment view, I look at key themes from recent company results, our current views on the portfolio, and our optimism on long-term prospects.
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Unfashionable resilience
In this month's investment view, we discuss three examples of UK-listed, market-leading companies whose shares are not fashionable at present, but which we believe offer an interesting combination of resilient cash generation, growth prospects, and valuation appeal.
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Consumer trends - Part 1: Plant-based foods
In this month's investment view, with environmentalism rising up the global agenda, we take a look at an emerging consumer trend.
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The importance of carbon pricing
Carbon pricing is a critical tool in addressing global warming and meeting the goals of the Paris Agreement, which aims to limit temperature rise to below 2°C and preferably 1.5°C. Various mechanisms such as carbon taxes, emissions trading systems (ETS), and carbon offsets are being implemented worldwide to place costs on greenhouse gas emissions and incentivise reductions.
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Philanthropic activities
The Evenlode Foundation Programme dedicates a portion of profits annually to charitable causes, focusing on environmental and social issues through structured partnerships. Their philanthropic mission centres on empowering communities to tackle global challenges sustainably and at scale. In 2020, Evenlode began collaborating with Greenwood Place, a philanthropic accelerator, to develop a mission statement and align charitable efforts with long-term values.
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Are we green yet?
Corporate greenwashing - the practice of misleading environmental claims by businesses -remains a significant challenge despite growing awareness and commitments to sustainability. This document explores how companies often exaggerate or distort their environmental efforts, undermining trust and the effectiveness of climate action. It highlights the crucial role of investors in demanding transparency and accountability to combat greenwashing.
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Values
In this month's investment view, we look at fund and equity market valuations through the lens of the Evenlode valuation framework.