Articles
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Investment through thick and thin
In this month's investment view, we provide an overview of the latest company updates and hear where businesses are putting their investment focus.
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Scene setting
In this month's investment view we give careful consideration to the economic factors that led to the global equity markets downturn last year.
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Scene setting
In this month's investment view, we give careful consideration to the economic factors that led to the global equity markets downturn last year.
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Review and outlook
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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2022 review: Checking the score
In this month's investment view, we look back at Evenlode Global Equity’s highlights and consider what lessons we can learn from the past year.
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Winter reading 2022
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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Five-year hits and misses
In this month's investment view, as Evenlode Global Income reaches its five-year anniversary, we provide a critical assessment of the portfolio's performance and pick out some of the high- and low-lights.
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Results and silver linings
In this month's investment view, we note that many high quality, resilient businesses are navigating this troubled period well, generating healthy cash flows along the way and continuing to invest in their long-term futures.
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Results, part 2
In this month's investment view, we continue with the second part of our summary of companies who have reported so far in the third quarter corporate reporting season.
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Marathon not a sprint
In this month's investment view, we discuss recent results from the portfolio, and our thoughts on the current economic and stock market backdrop.
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Results, part 1
In this months investment view, we give a brief summary of results from the companies who have reported so far in the third quarter corporate reporting season.
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Insulation and opportunity
In this month's investment view, we discuss how the portfolio has some reassuring characteristics to cope with recent difficult times.