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Podcast: The Evenlode Podcast
Episode: Long Term Themes - Evenlode Investment View
Description: The world is by no means out of the coronavirus woods yet, but much of the global economy is now recovering from the worst of the pandemic. Conversations with management teams have therefore turned, increasingly, to post-crisis opportunities and investment plans. On this note, we think the Evenlode Income portfolio is well placed to benefit from several structural growth themes. Listen to this episode to find out why.---Please note, these views represent the opinions of the Evenlode team as of April 2021 and do not constitute investment advice....