In this month's investment view we give an update on two quite different themes that have come up regularly in recent conversations with company management teams. The first is generative AI, the second is supply chains.---Please note, these views represent the opinions of the Evenlode team as of 1st July 2023 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

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