Articles
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Japan - The demographic challenge
As we visited Japan, in search of potential investment candidates for the Evenlode Global Income fund, we spoke in-depth to management teams about the effects of demographic shock and their strategic response.
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On risk
In this month's investment view, with the market firmly focused on geopolitical and economic developments, we discuss how we manage risk and how we aim to strike an appropriate balance between quality, valuation and dividend yield.
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Eye on the long-term prize
In this month's investment view, we provide some detail about four shares that have been an integral part of the Evenlode Income portfolio.
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FundCalibre - Catch up and a cuppa with ... Ben Peters
Ben Peters recently talked to FundCalibre about whether the characterisation of Japan as an ageing population and an inward-facing economy and culture are justified and whether, if Japanese industry does largely serve itself, does it ultimately matter?
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Upside volatility
In this month's investment view, following on from recent market volatility, we ask ourselves should we be reacting fast or taking it slow?
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Investment Week - The risks of overboarding
One trend that is increasingly becoming the subject of investor ire is ‘overboarding’ – when corporate directors are deemed to sit on too many boards.
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Resilience and change
In this month's investment view, we focus on the first quarter's results and who is embracing the need of resilience and change in these volatile times.
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Evenlode Investment Global Dividend Sustainability Report 2019
The latest Evenlode Investment Global Dividend Sustainability Report is now available.
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Chelsea Financial Services video - Evenlode Global Income and investing in quality companies
In this interview by Chelsea Financial Services, Ben and Chris talk about how they identify the best quality companies, their investment process and the particular sectors they are finding global opportunities in.
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The long-term voyage
In this month's investment view, we provide an over view of the company results that have been coming in thick and fast over the last few weeks.
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Investment Week - Four ways investors can help fight plastic pollution
Evenlode' Stewardship Analyst, Sawan Kumar, was recently interviewed by Investment Week about the ways the industry can tackle plastic pollution and improve the ecosystem.
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The wood for the trees
In this month's investment view, we report on the ongoing year end company results specifically companies focusing on digitalisation and efficiency.