News & Views
In this month's investment view we give careful consideration to the economic factors that led to the global equity markets downturn last year.
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.
2022 Review - Checking the score
In this investment view we look back at Evenlode Global Equity’s highlights and consider what lessons we can learn from the past year.
This month, with the holiday season approaching, the Evenlode investment team have compiled a list of books that we have read over the second half of 2022. These texts are not obvious light-reading material for Boxing Day, but we hope you will find something engaging on the list!
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.
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.
Results, Part 2
This month we continue with the second part of our summary of companies who have reported so far in the third quarter corporate reporting season.
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.