Evenlode Investment View - December 2010Elephants Can Run
Year to date, the smaller companies sector has been a resilient place to invest. Although the broader market is up this year there have been three significant...
Evenlode Investment View - November 2010In Dr. Bernanke We Trust
Ben Bernanke on the latest round of quantitative easing, November 4th 2010:
Evenlode Investment View - October 2010The Right Kind Of Growth
From the perspective of an individual business, we believe there are three critical aspects to growth:
Evenlode Investment View - September 2010What You See Is What You Get
The macro-economic risks that lurk in the shadows of financial markets at present are serious ones, and we are treating them with due...
Evenlode Investment View - August 2010For The Long Run
In France recently I found myself sitting next to a very nice American couple at a restaurant table – a recently retired engineer and a recently...
Evenlode Investment View – July 2010The Accounting Smokescreen
When economic times were better, ‘restructuring’ was a dirty word in the lexicon of executive management teams. Nowadays, as our new Chancellor would put it, we are...
Evenlode Investment View - June 2010Rusting Away In The Yard
“The more sophisticated electric utility maintains – perhaps increases – the quarterly dividend and then asks shareholders (either old or new) to mail back the...
Evenlode Investment View - May 2010Headwinds Return
In February we mentioned three headwinds that we see as recurring motifs of the current investment landscape – sovereign default risk, political interference and Asian overheating (most acutely...
Evenlode Investment View - April 2010Rock Bottom Rates
For investors in search of an attractive return on their savings, today’s cash and bond markets resemble a barren lunar landscape. Wherever you look, yields have come...
Evenlode Investment View - March 2010Currency Considerations
The US dollar will take some time to shed its reserve currency status. However poor the US’s fiscal position looks on an absolute basis, relative to Japan and...