The Evenlode Podcast by Evenlode Investment

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

June 24, 2026Episode 17828 min

Evenlode UK Select Investment View – The Fundamental Algorithm

Global markets have recovered from the recent turbulence, yet a clear gap has opened between strong company fundamentals and depressed valuations. This month we discuss the recent performance updates of several of the portfolio’s holdings which are forecasting robust organic growth in revenues and earnings.---Please note, these views represent the opinions of the Evenlode team as of 29th May 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

June 24, 2026Episode 17728 min

Evenlode Income Investment View – The Fundamental Algorithm

Global markets have recovered from the recent turbulence, yet a clear gap has opened between strong company fundamentals and depressed valuations. This month we discuss the recent performance updates of several of the portfolio’s holdings which are forecasting robust organic growth in revenues and earnings.---Please note, these views represent the opinions of the Evenlode team as of 29th May 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

June 4, 2026Episode 17610 min

Evenlode Global Dividend Investment View – A postcard from America Part 1 – A focus on markets

Following a recent New York trip, we examine how passive investing and thematic indices are distorting valuations, alongside related shifts in debt markets and AI integration. Amid these momentum dynamics, we conclude that active fundamental investors should focus on undervalued opportunities.---Please note, these views represent the opinions of the Evenlode team as of 28th May 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

June 4, 2026Episode 17510 min

Evenlode Global Income Investment View – A postcard from America Part 1 – A focus on markets

Following a recent New York trip, we examine how passive investing and thematic indices are distorting valuations, alongside related shifts in debt markets and AI integration. Amid these momentum dynamics, we conclude that active fundamental investors should focus on undervalued opportunities.---Please note, these views represent the opinions of the Evenlode team as of 28th May 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

June 3, 2026Episode 1739 min

Evenlode Global Income Investment View – Familiar figures

This month we provide an update on portfolio performance, market conditions, and strategic positioning amid ongoing economic and geopolitical developments. Specifically we highlight valuation trends, growth rates of portfolio companies, and the fund’s approach to AI.---Please note, these views represent the opinions of the Evenlode team as of 29th April 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

June 3, 2026Episode 1749 min

Evenlode Global Dividend Investment View – Familiar figures

This month we provide an update on portfolio performance, market conditions, and strategic positioning amid ongoing economic and geopolitical developments. Specifically we highlight valuation trends, growth rates of portfolio companies, and the fund’s approach to AI.---Please note, these views represent the opinions of the Evenlode team as of 29th April 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

May 12, 2026Episode 17221 min

Evenlode UK Select Fund Investment View – Field notes from UK travels

Despite recent turbulence, our portfolio remains focused on resilient market leaders; we see unusually attractive valuations, strong cash generation and selective opportunities tied to structural investment trends.This month, we will discuss several holdings that we have met with over the last month to give some flavour of what we are hearing on the ground.---Please note, these views represent the opinions of the Evenlode team as of 22nd April 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

May 12, 2026Episode 17121 min

Evenlode Income Investment View – Field notes from UK travels

Despite recent turbulence, our portfolio remains focused on resilient market leaders; we see unusually attractive valuations, strong cash generation and selective opportunities tied to structural investment trends. This month, we will discuss several holdings that we have met with over the last month to give some flavour of what we are hearing on the ground.---Please note, these views represent the opinions of the Evenlode team as of 22nd April 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

The Evenlode Podcast

About the show

Listen to episodes

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

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

Evenlode UK Select Investment View – The Fundamental Algorithm

Evenlode Income Investment View – The Fundamental Algorithm

Evenlode Global Dividend Investment View – A postcard from America Part 1 – A focus on markets

Evenlode Global Income Investment View – A postcard from America Part 1 – A focus on markets

Evenlode Global Income Investment View – Familiar figures

Evenlode Global Dividend Investment View – Familiar figures

Evenlode UK Select Fund Investment View – Field notes from UK travels

Evenlode Income Investment View – Field notes from UK travels

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