The Evenlode Podcast Podcast Por Evenlode Investment arte de portada

The Evenlode Podcast

The Evenlode Podcast

De: Evenlode Investment
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Evenlode is a dedicated, independent investment team based in rural Oxfordshire, UK. Our podcast episodes focus on the Evenlode funds, updating investors on performance, and general macro environment. https://evenlodeinvestment.comEvenlode Investment Management Ltd 2021 Economía Finanzas Personales Gestión y Liderazgo Liderazgo
Episodios
  • Evenlode UK Select Investment View – Is Quality Investing Dead?

    Evenlode UK Select Investment View – Is Quality Investing Dead?
    Mar 27 2026

    A few articles have appeared over recent weeks in the financial press, entitled ‘is quality investing dead?

    Our view is that the market has pushed this narrative too far; the portfolio holdings are currently cheaper on aggregate than the UK market, and very substantially cheaper than the global stock-market which has created a valuation opportunity that is commensurately compelling.
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    Please note, these views represent the opinions of the Evenlode team as of 16th March 2026 and do not constitute investment advice.

    Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

    For more information visit evenlodeinvestment.com
    Más Menos
    9 m
  • Evenlode Income Investment View – Is Quality Investing Dead?

    Evenlode Income Investment View – Is Quality Investing Dead?
    Mar 27 2026

    A few articles have appeared over recent weeks in the financial press, entitled ‘is quality investing dead?

    Our view is that the market has pushed this narrative too far; the portfolio holdings are currently cheaper on aggregate than the UK market, and very substantially cheaper than the global stock-market which has created a valuation opportunity that is commensurately compelling.
    ---

    Please note, these views represent the opinions of the Evenlode team as of 16th March 2026 and do not constitute investment advice.

    Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

    For more information visit evenlodeinvestment.com
    Más Menos
    9 m
  • Evenlode Global Dividend Investment View – On a ‘very weird’ market, and controlling what you can

    Evenlode Global Dividend Investment View – On a ‘very weird’ market, and controlling what you can
    Mar 5 2026

    This month we provide an analysis of the current unusual market conditions in the US and European stock markets, highlighting sector divergences as well as the investment opportunities we see within the IFSL Evenlode Global Income Fund portfolio.

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    Please note, these views represent the opinions of the Evenlode team as of 26th February 2026 and do not constitute investment advice.

    Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

    For more information visit evenlodeinvestment.com
    Más Menos
    10 m
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