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Podcast: The Evenlode Podcast
Episode: Portfolio changes, and a reflection on 2023 - Evenlode Global Investment View
Description: We end the year with a little activity in the Evenlode Global Income portfolio, having sold out of two positions and buying two others in their place through November and the early part of December. As we’ll see these are not like-for-like swaps in terms of industry, but in the context of overall portfolio positioning they add some diversification and valuation appeal. At the end we’ll take a quick look back at the year as we enter the holiday season.---Please note, these views represent the opinions of the...