Articles
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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.
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Latest field notes
In this month's investment view, as we move towards the holiday season, we provide a little colour on several themes and businesses from across the portfolio.
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The economic cycle vs the next big thing
In this month's investment view, we continue on the theme of third quarter results and discuss what’s going on right now and in the near future for the companies we invest in, and what people are guessing at for the longer term for these businesses.
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The economic cycle vs the next big thing
In this month's investment view, we continue on the theme of third quarter results and discuss what’s going on right now and in the near future for the companies we invest in, and what people are guessing at for the longer term for these businesses.
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Third quarter results
In this quarter's investment view, we will delve into a selection of the third quarter results and explore the wider trends that have driven the fund's robust performance.
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Third quarter results
In this quarter's investment view, we will delve into a selection of the third quarter results and explore the wider trends that have driven the fund's robust performance.