Articles
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Inflation and real long-term growth
In this month's investment view, we highlight three reasons why we think the portfolio would be well equipped to deal with an environment of rising inflation and interest rates.
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US election
In this month's investment view, with the election of Donald Trump, our thoughts change to the repercussions that this change of president may have on the geopolitical landscape.
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Seven years on
In this month's investment view, we review three examples of relatively new stocks in the portfolio that we believe balance quality and value.
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Weighing returns (on wobbly scales)
In this month's investment view, taking the complex geo-econo-politico picture and higher equity prices together, we discuss how we weigh up our expectations for returns from our chosen asset class.
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Results season themes
In this month's investment view, we highlight three significant themes from recent company updates.
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This is Money - Evenlode Income
Hugh Yarrow was recently interviewed by Ellie Lawrie of This is Money in which he discusses the top 10 income paying shares for a post-Brexit world.
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The dawn of the post-Brexit era
In this month's investment view, we outline some of the recent changes we have made to the portfolio, whilst also focusing on general global trends.
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Fund Strategy - Evenlode Income
Hugh Yarrow and Ben Peters were recently interviewed by Patrick Collinson of Fund Strategy where they discussed portfolio construction and two of the newest holdings in the Evenlode Income fund.
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Brexit result
In this month's investment view, we discuss the potential impact of the Brexit decision on the Evenlode Income fund.
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Investors Chronicle - Evenlode Income
Hugh Yarrow and Ben Peters were recently featured in an Investors Chronicle article discussing the protection of dividend income.
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Citywire video: Evenlode Income fund update
Ben Peters was recently featured on Citywire TV discussing some of Evenlode Income's holdings.
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Citywire video: Why the IA UK Equity Income sector needs fixing
Hugh was recently featured on Citywire TV discussing the IA's UK Equity Income sector.