Articles
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Dinner conversations
In this month's investment view, following on from some strong returns on the global stock markets, we discuss some of the holdings we have in the portfolio which have benefitted from these strong returns, and others where returns have been more muted.
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Dinner conversations
In this month's investment view, following on from some strong returns on the global stock markets, we discuss some of the holdings we have in the portfolio which have benefitted from these strong returns, and others where returns have been more muted.
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Important information regarding the Authorised Corporate Director (ACD)
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Themes from Q1 2024 results
In this month's investment view, we discuss some key themes emerging from the recent Q4 results season, and more generally from the current investment environment.
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Steady as she goes
In this month's investment view, with just over half of the portfolio having reported results for 2023, Ben provides an overview of the recent results season, while Rob examines the disparity of results across different areas of the global economy and emerging economic themes.
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Steady as she goes
In this month's investment view, with just over half of the portfolio having reported results for 2023, Ben provides an overview of the recent results season, while Rob examines the disparity of results across different areas of the global economy and emerging economic themes.
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Conference season
In this month's investment view, Rob Strachan, Investment Analyst on the Global Income team, highlights some of the discussions that he had with brokers and researchers in the most recent conference season in December.
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Conference season
In this month's investment view, Rob Strachan, Investment Analyst on the Global Income team, highlights some of the discussions that he had with brokers and researchers in the most recent conference season in December.
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2023 review and outlook for 2024
In this month's investment view, we will discuss the year just passed, and share some thoughts on the outlook for the year ahead.
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Winter reading 2023
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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Portfolio changes, and a reflection on 2023
In this month's investment view we focus on two new additions to the portfolio and two companies we have recently removed, as well as recapping briefly on the last year.
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Portfolio changes, and a reflection on 2023
In this month's investment view, we focus on two new additions to the portfolio and two companies we have recently removed, as well as recapping briefly on the last year.