Evenlode Global Income Investment View – Market developments and reports from the real economy
From The Evenlode Podcast · 13:40
Show by Evenlode Investment
In last month’s investment view we noted a shift in the market tone over the last few months, and in the intervening weeks we have been observing how this move has accelerated. The previous dominance of the momentum factor is giving way to a market rotation into areas more resilient in nature, areas that have over the last few years been deeply unfashionable and where we have found an increasing number of bargains. As we write towards the end of October there has been something of a reversal in the reversal, with the AI complex staging a recovery.---Please note, these views represent the opinions of the Evenlode team as of 30th October 2026 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 the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.
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