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  • 07 Dec, 2010

    Evenlode Investment View - December 2010

    Elephants Can Run

    Year to date, the smaller companies sector has been a resilient place to invest. Although the broader market is up this year there have been three significant...

  • 05 Nov, 2010

    Evenlode Investment View - November 2010

    In Dr. Bernanke We Trust

    Ben Bernanke on the latest round of quantitative easing, November 4th 2010:

  • 01 Oct, 2010

    Evenlode Investment View - October 2010

    The Right Kind Of Growth

    From the perspective of an individual business, we believe there are three critical aspects to growth:

  • 01 Sep, 2010

    Evenlode Investment View - September 2010

    What You See Is What You Get

    The macro-economic risks that lurk in the shadows of financial markets at present are serious ones, and we are treating them with due...

  • 01 Jul, 2010

    Evenlode Investment View – July 2010

    The Accounting Smokescreen

    When economic times were better, ‘restructuring’ was a dirty word in the lexicon of executive management teams. Nowadays, as our new Chancellor would put it, we are...

  • 01 Jun, 2010

    Evenlode Investment View - June 2010

    Rusting Away In The Yard

    “The more sophisticated electric utility maintains – perhaps increases – the quarterly dividend and then asks shareholders (either old or new) to mail back the...

  • 01 May, 2010

    Evenlode Investment View - May 2010

    Headwinds Return

    In February we mentioned three headwinds that we see as recurring motifs of the current investment landscape – sovereign default risk, political interference and Asian overheating (most acutely...

  • 01 Apr, 2010

    Evenlode Investment View - April 2010

    Rock Bottom Rates

    For investors in search of an attractive return on their savings, today’s cash and bond markets resemble a barren lunar landscape. Wherever you look, yields have come...

  • 01 Mar, 2010

    Evenlode Investment View - March 2010

    Currency Considerations

    The US dollar will take some time to shed its reserve currency status. However poor the US’s fiscal position looks on an absolute basis, relative to Japan and...

  • 24 Feb, 2010

    Investment Week - 15 To Watch

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