The Evenlode Podcast by Evenlode Investment

October 27, 2026Episode 19318 min

Evenlode UK Select Investment View – Self-Funding Cash Machines for the Next Market Phase

September was marked by lighter company news flow and greater focus on oil prices, bond yields, and artificial intelligence data-centre investment. The Evenlode Income portfolio continued to seek high-quality, cash-generative UK companies with attractive valuations and resilient funding characteristics. --- Please note, these views represent the opinions of the Evenlode team as of 15th October 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

October 27, 2026Episode 19218 min

Evenlode Income Investment View – Self-Funding Cash Machines for the Next Market Phase

September was marked by lighter company news flow and greater focus on oil prices, bond yields, and artificial intelligence data-centre investment. The Evenlode Income portfolio continued to seek high-quality, cash-generative UK companies with attractive valuations and resilient funding characteristics. --- Please note, these views represent the opinions of the Evenlode team as of 15th October 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

October 1, 2026Episode 1916 min

Evenlode Global Income Investment View – On opportunities arising, and negative beta

The last three calendar months have seen a repeat of a familiar pattern in the market. Some questions arise on AI spending, the market drops and the portfolio rises. Then within a few days an exciting piece of AI news emerges, the moves reverse and normal service is resumed. It is not just us who have noticed this. Recently the unusual structure of the equity market has been highlighted by, amongst others, Goldman Sachs, who note that a record number of stocks in the S&P 500 index are exhibiting something known as ‘negative beta’. --- Please note, these views represent the opinions of the Evenlode team as of 25th September 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

October 1, 2026Episode 1906 min

Evenlode Global Dividend Investment View – On opportunities arising, and negative beta

The last three calendar months have seen a repeat of a familiar pattern in the market. Some questions arise on AI spending, the market drops and the portfolio rises. Then within a few days an exciting piece of AI news emerges, the moves reverse and normal service is resumed. It is not just us who have noticed this. Recently the unusual structure of the equity market has been highlighted by, amongst others, Goldman Sachs, who note that a record number of stocks in the S&P 500 index are exhibiting something known as ‘negative beta’. --- Please note, these views represent the opinions of the Evenlode team as of 25th September 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

September 30, 2026Episode 18915 min

Evenlode UK Select Investment View – Following the Free Cash Flow

Interim results left IFSL Evenlode Income with robust portfolio fundamentals but a modest year-to-date return, as earnings progress was offset by valuation de-rating. However, cash generation, shareholder distributions, quality compounders, and new holdings continue to provide an attractive long-term compounding opportunity. --- Please note, these views represent the opinions of the Evenlode team as of 16th September 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

September 30, 2026Episode 18915 min

Evenlode Income Investment View – Following the Free Cash Flow

Interim results left IFSL Evenlode Income with robust portfolio fundamentals but a modest year-to-date return, as earnings progress was offset by valuation de-rating. However, cash generation, shareholder distributions, quality compounders, and new holdings continue to provide an attractive long-term compounding opportunity. --- Please note, these views represent the opinions of the Evenlode team as of 16th September 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 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

The Evenlode Podcast

About the show

Listen to episodes

Evenlode UK Select Investment View – Self-Funding Cash Machines for the Next Market Phase

Evenlode Income Investment View – Self-Funding Cash Machines for the Next Market Phase

Evenlode Global Income Investment View – On opportunities arising, and negative beta

Evenlode Global Dividend Investment View – On opportunities arising, and negative beta

Evenlode UK Select Investment View – Following the Free Cash Flow

Evenlode Income Investment View – Following the Free Cash Flow

Evenlode Global Opportunities Investment View – CQ2 Results

Evenlode Global Equity Investment View – CQ2 Results

Evenlode Global Dividend Investment View – A pause for thought

Evenlode Global Income Investment View – A pause for thought

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