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Podcast: The Evenlode Podcast
Episode: Evenlode Global Income Investment View – Style and Fashion
Description: In this month’s investment view we examine the development of positions in the fund’s two largest holdings - L’Oréal and Experian - as exemplars of current market trends. We also consider the market-level view of the portfolio and its recent performance.---Please note, these views represent the opinions of the Evenlode team as of 24th July 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 th...