
Adsumus Monday Espresso Podcast
136 episodes — Page 2 of 3
Ep 8619/05/25: Trade talks progress, defence deals & United Health tumbles
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 8512/05/25: US and China agreement, recession fears & resilient earnings
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 8405/05/25: Big tech earnings, resilient jobs data & tariff strategies
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 8328/04/25: Tariff optimism, trade talks & big tech earnings
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 8221/04/25: Japan, Semiconductors & Chinese supercomputers
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 8114/04/25: The basis trade, tariff rollback & inflation data
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 8007/04/25: Tariff impact, market reactions & global response
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Rory Dowie discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 7931/03/25: Growth outlook, bond markets & tariff updates
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 7824/03/25: Central bank moves, tariff uncertainty & market expectations
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 7717/03/25: US market sell-off, tariff concerns & inflation trends
In this week's episode of the Monday Espresso podcast, Edward Kennedy and Rory Dowie discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 7610/03/25: AI market shifts, Trump's tariffs & Europe’s resilience
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Rory Dowie discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 7503/03/25: Nvidia, Fed signals & China’s economic shifts
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Rory Dowie discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 7424/02/25: China tech rally, UK inflation & Alibaba’s resurgence
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Rory Dowie discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 7317/02/25: Tariff uncertainty, UK growth & Russia-Ukraine talks
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 7210/02/25: Trump’s tariffs, China’s response & UK rate cuts
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Andrew Shaw discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 7103/02/25: DeepSeek's impact, Jevons Paradox & central bank moves
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Edward Kennedy discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 7027/01/25: Trump’s executive orders, Japan rate hike & UK trade policy
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 6920/01/25: UK inflation relief, China's stimulus & Trump’s inauguration
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 6813/01/25: Rising bond yields, inflation trends & US economic resilience
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 6706/01/24: Trump's return, China's outlook & review of 2024
In this week's episode of the Monday Espresso podcast, Sarah Todino and Alex King discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 6623/12/24: US Fed signals, UK inflation & global market trends
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 6516/12/24: China stimulus, NATO spending & Eurozone forecasts
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Andrew Shaw discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 6409/12/24: US employment data, political uncertainty & Asia
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Alex King discuss US employment data, political uncertainty & Asia.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 6302/12/24: US tariffs, Eurozone inflation & consumer spending
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss US tariffs, Eurozone inflation & consumer spending.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 6225/11/24: NVIDIA's earnings, inflation trends & interest rate outlook
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Edward Kennedy discuss NVIDIA's earnings, inflation trends & interest rate outlook.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 6118/11/24: US inflation, Trump staff nominations & UK GDP slowdown
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss the week's hottest topics.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 6011/11/24: US election, interest rate cuts & China’s growth challenges
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Scott Truter discuss the US election, interest rate cuts and China’s growth challenges.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 5904/11/24: UK budget, US election and China committee meetings
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss UK budget, US election and China committee meetings.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 5828/10/24: US political shifts, UK debt concerns & infrastructure outlook
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Alex King discuss US political shifts, UK debt concerns & infrastructure outlook.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 5721/10/24: Falling inflation, central bank moves & China's economic outlook
In this week's episode of the Monday Espresso podcast, Scott Truter and Sarah Todino discuss falling inflation, central bank moves & China's economic outlook.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 5614/10/24: China's outlook, UK GDP growth and inflation trends
In this week's episode of the Monday Espresso podcast, Scott Truter and Alex King discuss China's outlook, UK GDP growth and inflation trends.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 5507/10/24: Middle East conflict, Eurozone inflation & employment rates
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss Middle East conflict, Eurozone inflation & employment rates.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 5430/09/24: China's stimulus package, European outlook & US inflation
In this week's episode of the Monday Espresso podcast, Raj Manon and Alex King discuss China's stimulus package, European outlook & US inflation.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 5323/09/24: Rate cuts, inflation & market reactions
In this week's episode of the Monday Espresso podcast, Scott Truter and Sarah Todino discuss rate cuts, inflation and market reactions.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 5216/09/24: Market volatility, global rate cuts & Japan's economic outlook
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Scott Truter discuss market volatility, global rate cuts & Japan's economic outlook.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 5109/09/24: Market cyclicality, US job data & Europe's outlook
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss market cyclicality, US job data & Europe's outlook.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 5002/09/24: Nvidia's earnings, market volatility & inflation data
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Scott Truter discuss Nvidia's earnings, market volatility and inflation data.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 4926/08/24: US economic signals, Jackson Hole Symposium & rate cut speculation
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Raj Manon discuss US economic signals, Jackson Hole Symposium & rate cut speculation.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 4819/08/24: Market resilience, moderating inflation & profit margins
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Scott Truter discuss market resilience, moderating inflation & profit margins.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 4712/08/24: Japan's market turbulence, US economic data & upcoming data points
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Andrew Shaw discuss Japan's market turbulence, US economic data & upcoming data points.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 4605/08/24: UK interest rate cut, US volatility & Japan's yen rally
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald & Sarah Todino discuss UK interest rate cut, US volatility & Japan's yen rally.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 4529/07/24: US election, company earnings & consumer spending
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Scott Truter discuss the US election, company earnings & consumer spending.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 4422/07/24: Technology outages, retail data & the Taylor Swift effect
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Sarah Todino discuss technology outages, retail data & the Taylor Swift effect.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 4315/07/24: UK growth, French elections & US inflation
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Scott Truter discuss UK growth, French elections and US inflation.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 4208/07/24: Mid-year review, UK election & US update
In this week's episode of the Monday Espresso podcast, Sheldon Macdonald & Sarah Todino discuss the first half of the year, UK election and US update.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 4101/07/24: Promising inflation trends, US outlook & GDP data
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Scott Truter discuss promising inflation trends, US outlook and GDP data.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 4024/06/24: Easing inflation, rate cuts begin & tech sector strength
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Sarah Todino discuss easing inflation, the rate cutting cycle & tech sector strength.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 3917/06/24: US inflation, rate cut expectations & outlook for Japan
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Scott Truter discuss US inflation, rate cut expectations & the outlook for Japan.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 3810/06/24: ECB's interest rate cut, NVIDIA's rise and the week ahead
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Sarah Todino discuss the ECB's interest rate cut, NVIDIA's rise and the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Ep 3703/06/24: Stabilising inflation, moderating growth & potential rate cuts
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Scott Truter discuss stabilising inflation, moderating growth & potential rate cutsSheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.