
Adsumus Monday Espresso Podcast
136 episodes — Page 3 of 3
Ep 3627/05/24: Election surprises, easing inflation & NVIDIA's AI surge
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Sarah Todino discuss election surprises, easing inflation & NVIDIA's AI surge.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 3520/05/24: Inflation eases, rate cuts loom & China stimulus
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Scott Truter discuss easing inflation, looming rate cuts and China's latest stimulus measures.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 3413/05/24: UK growth, interest rate speculation & Asia's outlook
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Raj Manon discuss UK growth, interest rate speculation & Asia'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 3306/05/24: Earnings reports, inflation trends & economic optimism
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Sarah Todino discuss earnings reports, inflation trends & economic optimismSheldon 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 3229/04/24: Tech giants report earnings, US inflation & GDP data
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Andrew Shaw discuss tech giants earnings reports, US inflation & 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 3122/04/24: Inflation divergence, geopolitical tensions & reporting season
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Raj Manon discuss inflation divergence, geopolitical tensions & reporting season.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 3015/04/24: US inflation, rate cut expectations & Middle East tensions
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Scott Truter discuss US inflation, rate cut expectations & Middle East tensions.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 2908/04/24: US jobs report, economic divergence & rate cut expectations
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Raj Manon discuss the US jobs report, economic divergence & rate cut expectations.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 2802/04/24: M&A activity, inflation crossroads & solid economic backdrop
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Scott Truter discuss M&A activity, inflation crossroads & solid economic backdrop.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 2725/03/24: Japan's rate hike, central bank moves & inflation trends
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Raj Manon discuss Japan's rate hike, central bank moves & 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 2618/03/24: US inflation data, Bank of Japan & green shoots in China
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss US inflation data, the Bank of Japan & green shoots in China.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 2511/03/24: US inflation, Trump Tariffs & Middle East tensions
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss US inflation, Trump Tariffs & Middle East tensions.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 2404/03/24: Tech and growth confidence, earnings strength & UK budget
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Raj Manon discuss tech and growth confidence, earnings strength & UK budget.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 2326/02/24: Central bank insights, housing trends and earnings finale
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss central bank insights, housing trends and earnings finale.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 2219/02/24: Inflation insights, UK economic data, and earnings surprises
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss inflation insights, UK economic data, and earnings surprises.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. 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 2112/02/24: Market milestones, earnings insights & interest rate speculation
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss market milestones, earnings insights & interest rate speculation.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. 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 2005/02/24: Interest rate concerns, earnings season & declining oil price
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss interest rate cut concerns, earnings season & declining oil price.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. 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 1929/01/24: China's stimulus package, US growth & inflation data
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Scott Truter discuss China's stimulus package, US growth & inflation data.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. 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 1822/01/24: AI optimism, China's GDP data & lingering inflation
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Raj Manon discuss AI optimism, China's GDP data & lingering inflation.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. 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 1715/01/24: Taiwan election results, Red Sea rebels & earnings reports
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Scott Truter discuss the Taiwan elections, Red Sea rebels & this week's earnings reports.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 1608/01/24: Taiwan elections and the week ahead
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Ben Jones discuss the Taiwan elections 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 1502/01/24: Review of 2023 and outlook for 2024
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Scott Truter review 2023 and discuss their outlook for 2024.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 1418/12/23: Inflation figures, interest rate cuts & smaller company performance
In this week's episode of the Monday Espresso podcast, Nathan Sweeney discusses how inflation figures, interest rates and smaller company performance have impacted equity and fixed income funds.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 1311/12/23: Interest rate expectations, oil prices & US jobs report
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how interest rate expectations, the oil price & US jobs report have impacted equity and fixed income funds.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.Marlborough is the trading name of Marlborough Investment Management Limited.
Ep 1204/12/23: Global inflation figures, the Fed monetary policy & oil prices
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how the Global inflation figures, the Fed monetary policy & oil prices have impacted equity and fixed income funds.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.Marlborough is the trading name of Marlborough Investment Management Limited.
Ep 1127/11/23: UK PMI, Autumn Statement & end of US company earnings
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how the UK PMI, Autumn Statement & end of US company earnings have impacted equity and fixed income funds.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.Marlborough is the trading name of Marlborough Investment Management Limited.
Ep 1020/11/23: UK market confidence, Chinese stimulation & Black Friday
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how UK market confidence, Chinese stimulation & Black Friday have impacted equity and fixed income funds.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 PO BOX 1852 Lichfield, Staffordshire, England, WS13 8XU with company no. 10947598. Marlborough Investment Management Limited. is regulated by the Financial Conduct Authority with FCA Reference no. 115231.Marlborough is the trading name of Marlborough Investment Management Limited.
Ep 913/11/23: Improving sentiment, mixed messages & falling oil price
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how improving sentiment, mixed messages & the falling oil price have impacted equity and fixed income funds.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 PO BOX 1852 Lichfield, Staffordshire, England, WS13 8XU with company no. 10947598. Marlborough Investment Management Limited. is regulated by the Financial Conduct Authority with FCA Reference no. 115231.Marlborough is the trading name of Marlborough Investment Management Limited.
Ep 806/11/23: Central banks in focus, the bond market & solid earnings
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how central bank meetings, the bond market & solid company earnings have impacted equity and fixed income funds.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 PO BOX 1852 Lichfield, Staffordshire, England, WS13 8XU with company no. 10947598. Marlborough Investment Management Limited. is regulated by the Financial Conduct Authority with FCA Reference no. 115231.Marlborough is the trading name of Marlborough Investment Management Limited.
Ep 730/10/23: Interest rate outlook, China stimulus & Q3 earnings
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how the interest rate outlook, China implementing stimulus & Q3 earnings have impacted equity and fixed income funds.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 PO BOX 1852 Lichfield, Staffordshire, England, WS13 8XU with company no. 10947598. Marlborough Investment Management Limited. is regulated by the Financial Conduct Authority with FCA Reference no. 115231.Marlborough is the trading name of Marlborough Investment Management Limited.
Ep 623/10/23: Mixed messages, US bond market & China's economic data
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how mixed messages, the US bond market & China's latest economic data have impacted equity and fixed income funds.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 PO BOX 1852 Lichfield, Staffordshire, England, WS13 8XU with company no. 10947598. Marlborough Investment Management Limited. is regulated by the Financial Conduct Authority with FCA Reference no. 115231.Marlborough is the trading name of Marlborough Investment Management Limited.
Ep 516/10/23: Geopolitical outlook, US inflation & Q3 earnings update
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how the geopolitical outlook, US inflation & Q3 earnings updates have impacted equity and fixed income funds.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 PO BOX 1852 Lichfield, Staffordshire, England, WS13 8XU with company no. 10947598. Marlborough Investment Management Limited. is regulated by the Financial Conduct Authority with FCA Reference no. 115231.Marlborough is the trading name of Marlborough Investment Management Limited.
Ep 409/10/23: US jobs growth, bond sell-off & Q3 earnings expectations
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Scott Truter discuss how strong US jobs data, last week's bond sell-off & Q3 earning expectations have impacted equity and fixed income funds.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 PO BOX 1852 Lichfield, Staffordshire, England, WS13 8XU with company no. 10947598. Marlborough Investment Management Limited. is regulated by the Financial Conduct Authority with FCA Reference no. 115231.Marlborough is the trading name of Marlborough Investment Management Limited.
Ep 302/10/23: Higher for longer rhetoric, rising oil price & US shutdown
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how the higher for longer rhetoric, rising oil price & US shutdown have impacted equity and fixed income funds.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 PO BOX 1852 Lichfield, Staffordshire, England, WS13 8XU with company no. 10947598. Marlborough Investment Management Limited. is regulated by the Financial Conduct Authority with FCA Reference no. 115231.Marlborough is the trading name of Marlborough Investment Management Limited.
Ep 225/09/23: Central bank pauses, economic growth & rising oil prices
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how central banks pausing rate rises, the latest economic growth expectations & the rising oil price have impacted equity and fixed income funds.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 PO BOX 1852 Lichfield, Staffordshire, England, WS13 8XU with company no. 10947598. Marlborough Investment Management Limited. is regulated by the Financial Conduct Authority with FCA Reference no. 115231.Marlborough is the trading name of Marlborough Investment Management Limited.
Ep 118/09/23: Weakness in sterling, rising oil price & interest rates
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how weakness in sterling, the rising oil price & interest rate expectations have impacted equity and fixed income funds.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 PO BOX 1852 Lichfield, Staffordshire, England, WS13 8XU with company no. 10947598. Marlborough Investment Management Limited. is regulated by the Financial Conduct Authority with FCA Reference no. 115231.Marlborough is the trading name of Marlborough Investment Management Limited.