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Adsumus Monday Espresso Podcast

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.

May 27, 20245 min

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.

May 20, 20246 min

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.

May 13, 20245 min

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.

May 6, 20245 min

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.

Apr 29, 20245 min

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.

Apr 22, 20246 min

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.

Apr 15, 20247 min

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.

Apr 8, 20245 min

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.

Apr 2, 20245 min

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.

Mar 25, 20245 min

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.

Mar 18, 20245 min

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.

Mar 11, 20247 min

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.

Mar 4, 20245 min

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.

Feb 26, 20245 min

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.

Feb 19, 20246 min

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.

Feb 12, 20247 min

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.

Feb 5, 20246 min

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.

Jan 29, 20246 min

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.

Jan 22, 20245 min

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.

Jan 15, 20246 min

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.

Jan 8, 20247 min

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.

Jan 2, 20247 min

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.

Dec 18, 20236 min

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.

Dec 11, 20235 min

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.

Dec 4, 20235 min

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.

Nov 27, 20236 min

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.

Nov 20, 20236 min

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.

Nov 13, 20235 min

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.

Nov 6, 20236 min

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.

Oct 30, 20236 min

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.

Oct 23, 20237 min

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.

Oct 16, 20235 min

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.

Oct 9, 20235 min

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.

Oct 2, 20235 min

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.

Sep 25, 20235 min

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.

Sep 18, 20235 min