24/06/24: Easing inflation, rate cuts begin & tech sector strength
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Show Notes
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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 38 Upper Mount Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).