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Podcast: The Evenlode Podcast
Episode: Consumer Brands - Evenlode Investment View
Description: This month we would like to briefly discuss Evenlode Income’s consumer branded goods holdings, and why we feel they are good investments for the long term. These companies have seen their share prices lag the broader market in 2021: partly because they have been deemed too boring for Mr Market so far this year, with investors more interested in other sectors with a higher gearing to both the recent economic recovery and rising commodity prices. The share prices of these companies have also lagged because investors have worried about the impact of rising input costs on...