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The Evenlode Podcast

The Evenlode Podcast

Hosted by Evenlode Investment

BusinessEntrepreneurship
WebsiteRSS feed

Episodes

188

Latest episode

Aug 2026

Language

EN

About the show

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.com

Listen to episodes

60 recent
August 28, 2026Episode 18811 min

Evenlode Global Opportunities Investment View – CQ2 Results

As of writing, 94% of the portfolio (by position weight) has reported for the second calendar quarter. This has been a highly encouraging reporting season both in terms of the company fundamentals and the improving narrative from the portfolio businesses. --- Please note, these views represent the opinions of the Evenlode team as of 7th August 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

August 28, 2026Episode 18711 min

Evenlode Global Equity Investment View – CQ2 Results

As of writing, 94% of the portfolio (by position weight) has reported for the second calendar quarter. This has been a highly encouraging reporting season both in terms of the company fundamentals and the improving narrative from the portfolio businesses. --- Please note, these views represent the opinions of the Evenlode team as of 7th August 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

August 19, 2026Episode 1866 min

Evenlode Global Dividend Investment View – A pause for thought

The mid-year earnings season has concluded, leading to a quieter market phase despite an overall upward trend driven by the US market. Structural speculative factors, particularly leveraged financial instruments, currently dominate market movements, overshadowing traditional long-term investing approaches. --- Please note, these views represent the opinions of the Evenlode team as of 13th August 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

August 19, 2026Episode 1856 min

Evenlode Global Income Investment View – A pause for thought

The mid-year earnings season has concluded, leading to a quieter market phase despite an overall upward trend driven by the US market. Structural speculative factors, particularly leveraged financial instruments, currently dominate market movements, overshadowing traditional long-term investing approaches. --- Please note, these views represent the opinions of the Evenlode team as of 13th August 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

August 18, 2026Episode 18432 min

Evenlode UK Select Investment View – Interim results round-up

We have been in the thick of interim results season over the last month and have now heard from more than 85% of the portfolio and met with a plethora of management teams. Good fundamental growth is coming through, and several companies upgraded guidance for the year. The aggregate portfolio is forecast to grow earnings per share by at least +10% for the current year. --- Please note, these views represent the opinions of the Evenlode team as of 7th August 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

August 18, 2026Episode 18332 min

Evenlode Income Investment View – Interim results round-up

We have been in the thick of interim results season over the last month and have now heard from more than 85% of the portfolio and met with a plethora of management teams. Good fundamental growth is coming through, and several companies upgraded guidance for the year. The aggregate portfolio is forecast to grow earnings per share by at least +10% for the current year. --- Please note, these views represent the opinions of the Evenlode team as of 7th August 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

August 14, 2026Episode 18220 min

Evenlode Global Dividend Investment View – Markets, meet stability

Having got into some big picture themes from market and macroeconomic points of view in our recent research and investment views, it’s time again to hear from companies as they report their half year results. There has been plenty to discuss from a market perspective too. --- Please note, these views represent the opinions of the Evenlode team as of 30th July 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

August 14, 2026Episode 18120 min

Evenlode Global Income Investment View – Markets, meet stability

Having got into some big picture themes from market and macroeconomic points of view in our recent research and investment views, it’s time again to hear from companies as they report their half year results. There has been plenty to discuss from a market perspective too. --- Please note, these views represent the opinions of the Evenlode team as of 30th July 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

July 7, 2026Episode 17914 min

Evenlode Global Income Investment View – A postcard from America Part 2 – Economic and investment themes

In this second report on our findings from the recent research trip to New York, we summarise the views on the economic environment and related investment themes. These come from a broad swathe of companies, some in the portfolio but many that are not, and we conclude with thoughts on the implications for the portfolio. --- Please note, these views represent the opinions of the Evenlode team as of 24th June 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

July 7, 2026Episode 18014 min

Evenlode Global Dividend Investment View – A postcard from America Part 2 – Economic and investment themes

In this second report on our findings from the recent research trip to New York, we summarise the views on the economic environment and related investment themes. These come from a broad swathe of companies, some in the portfolio but many that are not, and we conclude with thoughts on the implications for the portfolio. --- Please note, these views represent the opinions of the Evenlode team as of 24th June 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

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