The Evenlode Podcast by Evenlode Investment

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

April 7, 2026Episode 1709 min

Evenlode Global Income Investment View – Fundamentals vs Fear

Despite the impact of recent wide-ranging geopolitical events on markets, we remain focused on what we can control: the quality of the businesses we own, the prices we pay for them, and the patience to let fundamentals, rather than sentiment, drive long-term returns.---Please note, these views represent the opinions of the Evenlode team as of 24th 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

April 7, 2026Episode 1699 min

Evenlode Global Dividend Investment View – Fundamentals vs Fear

Despite the impact of recent wide-ranging geopolitical events on markets, we remain focused on what we can control: the quality of the businesses we own, the prices we pay for them, and the patience to let fundamentals, rather than sentiment, drive long-term returns.---Please note, these views represent the opinions of the Evenlode team as of 24th 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

March 27, 2026Episode 1688 min

Evenlode UK Select Investment View – Is Quality Investing Dead?

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

March 27, 2026Episode 1679 min

Evenlode Income Investment View – Is Quality Investing Dead?

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

The Evenlode Podcast

About the show

Listen to episodes

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

Evenlode Global Income Investment View – Fundamentals vs Fear

Evenlode Global Dividend Investment View – Fundamentals vs Fear

Evenlode UK Select Investment View – Is Quality Investing Dead?

Evenlode Income Investment View – Is Quality Investing Dead?

Is this your show?

More Business podcasts

Sin88

Toldjya Finance Podcast

WW88

Thabet

SowGrow Marketing Council

Matrix Unboxed