Having got into some big picture themes from market and macroeconomic points of view in our recent research and investment views, it’s time again to hear from companies as they report their half year results. There has been plenty to discuss from a market perspective too.

---

Please note, these views represent the opinions of the Evenlode team as of 30th July 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

Podden och tillhörande omslagsbild på den här sidan tillhör Evenlode Investment. Innehållet i podden är skapat av Evenlode Investment och inte av, eller tillsammans med, Poddtoppen.