Articles
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Twas ever thus
In this month's investment view, we note that investor eyes have turned from the ‘micro’ to the ‘macro’ with plenty of political and economic developments to consider.
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Telegraph Money - Evenlode Profile
Evenlode Investment was featured in the Telegraph recently.
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UK election - Initial thoughts
It has become clear that yesterday’s UK election produced a hung parliament, a surprise to financial markets, given consensus expectations were for the Conservative party to win a majority.
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Compounding cash
In this month's investment view, we discuss the concept of free cash flow as a key ‘safety buffer’ for both the portfolio’s current and future dividend flow.
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The positives and negatives of restlessness
In this month's investment view, we examine the positive and negative effects of restlessness in the corporate world.
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Data! Data! Data!
In this month's investment view, we highlight some examples of this technology at work in various areas of the Evenlode portfolio.
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Latest results round up
In this month's investment view, as we report on the latest results, we are reassured by the progress and healthy cash generation that the aggregate portfolio continues to grind out.
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Morningstar video - 3 Stock Picks for Income Investors
Hugh Yarrow was recently asked by Morningstar to pick 3 stocks for income investors; he focused on strong balance sheets and attractive, sustainable yields.
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'Unbundling' and trading costs
As part of our commitment to providing open, clear and competitive costs to our clients, with effect from January 2017, we have removed all investment research costs from the trading commissions paid by the Evenlode Income fund.
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2016 review and outlook for 2017
In this month's investment view, we provide a review of 2016 and an outlook for 2017.
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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.