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Recent episodes
Evenlode UK Select Investment View – The Fundamental Algorithm
Jun 24, 2026
28m 34s
Evenlode Income Investment View – The Fundamental Algorithm
Jun 24, 2026
28m 45s
Evenlode Global Dividend Investment View – A postcard from America Part 1 – A focus on markets
Jun 4, 2026
10m 07s
Evenlode Global Income Investment View – A postcard from America Part 1 – A focus on markets
Jun 4, 2026
10m 07s
Evenlode Global Income Investment View – Familiar figures
Jun 3, 2026
9m 40s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/24/26 | 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 | 28m 34s | ||||||
| 6/24/26 | 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 | 28m 45s | ||||||
| 6/4/26 | Evenlode Global Dividend Investment View – A postcard from America Part 1 – A focus on markets✨ | passive investingthematic indices+4 | — | Evenlode Investment | New York | passive investingthematic indices+4 | — | 10m 07s | |
| 6/4/26 | Evenlode Global Income Investment View – A postcard from America Part 1 – A focus on markets✨ | passive investingthematic indices+4 | — | Evenlode Investment | New York | passive investingthematic indices+4 | — | 10m 07s | |
| 6/3/26 | Evenlode Global Income Investment View – Familiar figures✨ | portfolio performancemarket conditions+5 | — | Evenlode Investment | — | investmentportfolio+5 | — | 9m 40s | |
| 6/3/26 | Evenlode Global Dividend Investment View – Familiar figures✨ | portfolio performancemarket conditions+5 | — | Evenlode Investment | — | investmentportfolio+5 | — | 9m 40s | |
| 5/12/26 | Evenlode UK Select Fund Investment View – Field notes from UK travels✨ | investment viewUK travels+4 | — | Evenlode Investment | — | Evenlode UK Select Fundinvestment view+5 | — | 21m 14s | |
| 5/12/26 | Evenlode Income Investment View – Field notes from UK travels✨ | investment strategymarket analysis+3 | — | Evenlode Investment | — | investmentportfolio+3 | — | 21m 20s | |
| 4/7/26 | Evenlode Global Income Investment View – Fundamentals vs Fear✨ | geopolitical eventsmarket analysis+3 | — | Evenlode Investment | — | geopolitical eventsinvestment advice+3 | — | 9m 51s | |
| 4/7/26 | Evenlode Global Dividend Investment View – Fundamentals vs Fear✨ | geopolitical eventsmarket analysis+3 | — | Evenlode Investment | — | geopolitical eventsinvestment advice+3 | — | 9m 51s | |
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| 3/27/26 | Evenlode UK Select Investment View – Is Quality Investing Dead?✨ | quality investingmarket valuation+3 | — | Evenlode Investment | UKglobal stock-market+1 | quality investingmarket opportunity+3 | — | 8m 45s | |
| 3/27/26 | Evenlode Income Investment View – Is Quality Investing Dead?✨ | quality investingmarket valuation+3 | — | Evenlode Investment | UKglobal | quality investingmarket narrative+3 | — | 9m 01s | |
| 3/5/26 | Evenlode Global Dividend Investment View – On a ‘very weird’ market, and controlling what you can✨ | market analysisinvestment opportunities+3 | — | Evenlode Investment | USEuropean | market conditionsinvestment analysis+3 | — | 10m 27s | |
| 3/5/26 | Evenlode Global Income Investment View – On a ‘very weird’ market, and controlling what you can✨ | market analysisinvestment opportunities+3 | — | Evenlode Investment | USEuropean | market conditionsinvestment analysis+3 | — | 10m 27s | |
| 3/3/26 | Evenlode UK Select Fund Investment View – Review and Outlook for 2026✨ | investment outlookstock market+3 | — | Evenlode Investment | — | Evenlode UK Select Fundinvestment view+3 | — | 26m 23s | |
| 2/20/26 | Evenlode Income Investment View – Review and Outlook for 2026✨ | investment outlookstock market+3 | — | Evenlode Investment | — | investment viewstock market conditions+3 | — | 32m 36s | |
| 2/12/26 | Evenlode Global Opportunities Investment View – 2025 Round Up✨ | investment opportunitiesportfolio performance+3 | — | Evenlode InvestmentMSCI World Index | — | investmentfund performance+5 | — | 11m 32s | |
| 2/12/26 | Evenlode Global Equity Investment View – 2025 Round Up✨ | global equityinvestment view+4 | — | Evenlode InvestmentMSCI World Index | — | Evenlodeglobal equity+5 | — | 11m 31s | |
| 2/11/26 | Evenlode Global Income Investment View – Review of 2025 | In this first investment view of 2026 we take a detailed look at the IFSL Evenlode Global Income portfolio, the performance drivers over the last year, and the broader equity market situation. It’s a longer read than our usual monthly missives, but we hope you find the discussion interesting and useful.---Please note, these views represent the opinions of the Evenlode team as of 27th January 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 | 19m 15s | ||||||
| 2/11/26 | Evenlode Global Dividend Investment View – Review of 2025 | In this first investment view of 2026 we take a detailed look at the IFSL Evenlode Global Dividend portfolio, the performance drivers over the last year, and the broader equity market situation. It’s a longer read than our usual monthly missives, but we hope you find the discussion interesting and useful.---Please note, these views represent the opinions of the Evenlode team as of 27th January 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 | 19m 18s | ||||||
| 1/13/26 | Evenlode Income Investment View – Winter Reading | With the holiday season upon us, the Evenlode investment team have compiled a list of books that we have read over the second half of 2025. Some of these texts are not obvious light-reading for Boxing Day, but we hope you will find something engaging on the list!---Please note, these views represent the opinions of the Evenlode team as of 18th December 2025 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 | 26m 15s | ||||||
| 1/9/26 | Evenlode Global Income Investment View – The Long Lasting Sale | As the Christmas break is upon us, we have entered the customary sale season where unshifted stock gets marked down and bargain hunters are hopeful of buying quality goods at knock down prices. Whilst not making predictions about the coming year, we do see some companies trade at ever-better valuations, which bodes well for longer term returns.---Please note, these views represent the opinions of the Evenlode team as of 23rd December 2025 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 | 11m 45s | ||||||
| 1/9/26 | Evenlode Global Dividend Investment View – The Long Lasting Sale | As the Christmas break is upon us, we have entered the customary sale season where unshifted stock gets marked down and bargain hunters are hopeful of buying quality goods at knock down prices.Whilst not making predictions about the coming year, we do see some companies trade at ever-better valuations, which bodes well for longer term returns.---Please note, these views represent the opinions of the Evenlode team as of 23rd December 2025 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 | 11m 45s | ||||||
| 12/23/25 | Evenlode UK Select Investment View – Quality Dials Up | Though 2025 performance has been disappointing, the portfolio continues to contain a diversified list of market-leading quality businesses. This investment view includes a discussion on a range of portfolio companies, and what we are hearing on the ground.---Please note, these views represent the opinions of the Evenlode team as of 15th December 2025 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 | 28m 21s | ||||||
| 12/23/25 | Evenlode Income Investment View – Quality Dials Up | Though 2025 performance has been disappointing, the portfolio continues to contain a diversified list of market-leading quality businesses. This investment view includes a discussion on a range of portfolio companies, and what we are hearing on the ground.---Please note, these views represent the opinions of the Evenlode team as of 15th December 2025 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 | 28m 21s | ||||||
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