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Amy Hepworth-Bell
The Evenlode PodcastEpisodes
Amy Hepworth-Bell
The Evenlode Podcast
1 person rated this podcast
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Episodes of The Evenlode Podcast
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In this month's investment view, with the holiday season approaching, the Evenlode investment team have compiled a list of books that we have read over the second half of 2024. Some of these texts are not obvious light-reading for Boxing Day, b
In this month's investment view, we review the performance of the global market in 2024 and how our investment process has guided our investment decisions.---Please note, these views represent the opinions of the Evenlode team as of 19th Decemb
In this month's investment view, following on from the third quarter results season, we discuss several portfolio holdings to highlight themes we are seeing across the portfolio.---Please note, these views represent the opinions of the Evenlode
In this month's investment view, following the outcome of the US election, we summarise the rhetoric of the campaign and its aftermath on the markets, and what the implied tariff picture means for the portfolio.---Please note, these views repre
In this month’s investment view, we focus on the US election result and its potential implications for the portfolio and the wider global economy.---Please note, these views represent the opinions of the Evenlode team as of 30th October 2024 an
In this month's investment view, we provide an overview of the consumer goods sector focusing on luxury goods, a much-discussed area as even the affluent feel the pinch.---Please note, these views represent the opinions of the Evenlode team as
In this month's investment view, we provide a quarterly update of the Evenlode Global Equity Fund. ---Please note, these views represent the opinions of the Evenlode team as of 23rd October 2024 and do not constitute investment advice.Past perf
In this month's investment view, we provide an update on three companies that highlight some key themes within the portfolio.---Please note, these views represent the opinions of the Evenlode team as of 1st October 2024 and do not constitute in
In this month's investment view, inspired by the Olympics and Paralympics, we share our thoughts on sporting goods, an area of consumer goods that has had to balance on the narrow bar between performance and fashion.---Please note, these views
In this month's investment view, as it is holiday season, members of the Evenlode investment team have compiled a selection of books that we have read and found interesting over the first half of 2024. Not all of these texts are obvious light-r
In this month's investment view, with recent market volatility hitting the headlines, we report on the half year trading results for some of the fund's holdings which have, in the main, been solid and free from the drama reported elsewhere.---P
In this month's investment view, with the interim results season in full swing and over 85% of the portfolio's companies having reported, we provide an overview of a number of the underlying holdings.---Please note, these views represent the op
In this month's investment view, we examine the broad shape of share price moves in recent times and, in comparison, the air of calm that prevails in the Evenlode Global Income portfolio.---Please note, these views represent the opinions of the
In this month's investment view, with investor focus more on electoral issues than corporate developments, and company news flows generally quiet, we focus on four portfolio companies that have released updates in recent weeks.---Please note, t
In this month's investment view, we provide an update to the portfolio.---Please note, these views represent the opinions of the Evenlode team as of 8th July 2024 and do not constitute investment advice.Past performance is not a reliable indica
In this month's investment view, as we continue to watch the high wire spectacle of the US stock market, we expand on our discussion from last month and take a closer look at the real-world drivers that support dividend growth – revenues and ca
In this month's investment view, we comment on the recent takeover approach of Hargreaves Lansdown, and follow with a brief tour of a variety of portfolio holdings to give a sense of recent results and the quality compounding opportunities on o
In this month's investment view, we provide an overview of recent market and fund performance and recap what we are trying to achieve with the fund - investing in companies that can grow their cash flows through time, reinvest in themselves to
In this month's investment view, we discuss the portfolio's performance in the context of the 'risk on' rally in the wider market, and provide further company insights following the conclusion of the Q1 reporting season.---Please note, these vi
In this month's investment view, following the end of the Q1 reporting season, we detail some of our holdings and, outlining our valuation model, explain their positioning in the portfolio.---Please note, these views represent the opinions of t
Equity markets began 2024 with a continuation of the strong up-trend which kicked off in late October 2023 when US economic data and policymakers began signaling that US rates had probably plateaued, setting up a cutting cycle in 2024. ---Pleas
In this month's investment view, we review the recent quarterly performance of the portfolio and discuss four companies that have recently reported to give some more colour on operational trends.---Please note, these views represent the opinion
In this month's investment view, following on from some strong returns on the global stock markets, we discuss some of the holdings we have in the portfolio which have benefitted from these strong returns, and others where returns have been mor
In this month's investment view, we discuss some key themes emerging from the recent Q4 results season, and more generally from the current investment environment.---Please note, these views represent the opinions of the Evenlode team as of 8th
In this month's investment view, with just over half of the portfolio having reported results for 2023, Ben provides an overview of the recent results season, while Rob examines the disparity of results across different areas of the global econ
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