Articles
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First quarter results 2024
In this quarter's investment view, we discuss the portfolio's performance in relation to the recent strong performance of global markets.
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Impact of carbon pricing
In this video, Bethan Rose, our Sustainable Investment Analyst, talks about the analysis undertaken by the Stewardship Team in 2023 regarding the effect of a uniform global carbon price on the Evenlode portfolios.
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Company specifics
In this month's investment view, we review the recent quarterly performance of the portfolio and discuss four companies that have recently reported to give some more colour on operational trends.
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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.