News & Views
First quarter results
In this month's investment view we discuss the current macro-economic and geopolitical factors and how they have impacted the first quarter's results.
As market volatility continues in global equity markets, this month we summarise how Q1 2022 results have fared for the consumer goods and healthcare sectors.
Inflation and long-term investing
In this month’s investment view we discuss recent input cost inflation dynamics, and several fundamental factors that are helpful for companies in a more inflationary environment.
Evenlode Global Income Investment View - March 2022
As volatility continues in global equity and commodity markets, we look at how companies are faring on the ground.
The outbreak of war in Ukraine is unwelcome and shocking. We hope for a rapid end to hostilities. In this investment view we also examine corporate performance.
In this month’s investment view we consider the impact of the fast-moving Russia-Ukraine situation, and discuss some key themes from recent company results.