The Evenlode Podcast

Last month we asked the question ‘is this time different’ for markets as the Trump administration attempts to reshape the global economic order.

Looking at financial market developments, one of the few signs that there might be something going on is in the dollar, which has weakened by about 10% against sterling since March and a similar level against the major global currencies.

Otherwise the indications are that not much has changed despite all of the news.

---

Please note, these views represent the opinions of the Evenlode team as of 27th June 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

What is The Evenlode Podcast?

Evenlode is a dedicated, independent investment team based in rural Oxfordshire, UK.

Our podcast episodes focus on the Evenlode funds, updating investors on performance, and general macro environment.

https://evenlodeinvestment.com