Evenlode Global Income Investment View – On opportunities arising, and negative beta
From The Evenlode Podcast · 6:06
Show by Evenlode Investment
The last three calendar months have seen a repeat of a familiar pattern in the market. Some questions arise on AI spending, the market drops and the portfolio rises.Then within a few days an exciting piece of AI news emerges, the moves reverse and normal service is resumed.It is not just us who have noticed this.Recently the unusual structure of the equity market has been highlighted by, amongst others, Goldman Sachs, who note that a record number of stocks in the S&P 500 index are exhibiting something known as ‘negative beta’.---Please note, these views represent the opinions of the Evenlode team as of 25th September 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.For more information visit evenlodeinvestment.com
More episodes of The Evenlode Podcast
More episodes
- Evenlode Global Dividend Investment View – Market developments and reports from the real economy
- Evenlode Global Income Investment View – Market developments and reports from the real economy
- Evenlode UK Select Investment View – Self-Funding Cash Machines for the Next Market Phase
- Evenlode Income Investment View – Self-Funding Cash Machines for the Next Market Phase
- Evenlode Global Dividend Investment View – On opportunities arising, and negative beta
- Evenlode UK Select Investment View – Following the Free Cash Flow
- Evenlode Income Investment View – Following the Free Cash Flow
- Change, Adaption and Long-Term Growth - Evenlode Investment View
- Staying at Home, Making Space - Evenlode Global Investment View
- US Election & Uncertainty - Evenlode Global Investment View
PodSearch is a free, independent podcast search engine. Read about PodSearch, the privacy policy or contact us.