Go offline with the Player FM app!
Evenlode Global Dividend Investment View – The Disconnect
Manage episode 510676397 series 2814272
Despite headlines highlighting booming AI data centre investments and record US stock market highs, the broader economy shows mixed signals with stagnant revenue growth and economic challenges outside tech sectors.
This month’s investment view analyses the disconnect between market valuations and underlying economic realities.
---
Please note, these views represent the opinions of the Evenlode team as of 30th September 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 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
143 episodes
Manage episode 510676397 series 2814272
Despite headlines highlighting booming AI data centre investments and record US stock market highs, the broader economy shows mixed signals with stagnant revenue growth and economic challenges outside tech sectors.
This month’s investment view analyses the disconnect between market valuations and underlying economic realities.
---
Please note, these views represent the opinions of the Evenlode team as of 30th September 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 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
143 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.