Articles from 2010
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Evenlode Investment View - December 2010
Elephants Can RunYear 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...
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Evenlode Investment View - November 2010
In Dr. Bernanke We TrustBen Bernanke on the latest round of quantitative easing, November 4th 2010:
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Evenlode Investment View - October 2010
The Right Kind Of GrowthFrom the perspective of an individual business, we believe there are three critical aspects to growth:
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Evenlode Investment View - September 2010
What You See Is What You GetThe macro-economic risks that lurk in the shadows of financial markets at present are serious ones, and we are treating them with due...
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Evenlode Investment View – July 2010
The Accounting SmokescreenWhen 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...
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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...
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Evenlode Investment View - May 2010
Headwinds ReturnIn 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...
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Evenlode Investment View - April 2010
Rock Bottom RatesFor 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...
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Evenlode Investment View - March 2010
Currency ConsiderationsThe 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...
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Investment Week - 15 To Watch