Carrick Espresso Podcast

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 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)

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.IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL 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)

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.IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL 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)

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.IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL 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)

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.IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL 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)

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.IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL 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)

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.IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL 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)

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.IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL 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)

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.IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL 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)

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.IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL 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)

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.IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL 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)

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.IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL 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)

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Raj Manon discuss tech and growth confidence, earnings strength & the 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.IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL 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)

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. The funds are registered and approved under section 65 of CISCA South African investors must read this document with the latest Minimum Disclosure Document & General Investor Report.IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL 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)

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. The funds are registered and approved under section 65 of CISCA South African investors must read this document with the latest Minimum Disclosure Document & General Investor Report.This podcast is issued by Marlborough Investment Management Limited on behalf of IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL ICAV, 38 Upper Mount Street, Dublin 2, Ireland.

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 on behalf of IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL ICAV, 38 Upper Mount Street, Dublin 2, Ireland.

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 on behalf of IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL ICAV, 38 Upper Mount Street, Dublin 2, Ireland.

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 on behalf of IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL ICAV, 38 Upper Mount Street, Dublin 2, Ireland.

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald, Nathan Sweeney and Ben Jones summarise their view on China and the recent stimulus package.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 the 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 IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL ICAV, 38 Upper Mount Street, Dublin 2, Ireland.

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 on behalf of IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL ICAV, 38 Upper Mount Street, Dublin 2, Ireland.

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.This podcast is issued by Marlborough Investment Management Limited on behalf of IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL ICAV, 38 Upper Mount Street, Dublin 2, Ireland.

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.IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland.

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.This podcast is issued by Marlborough Investment Management Limited on behalf of the following entity:IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland.

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.IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland.

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.

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.Issued by Marlborough Investment Management Limited (authorised and regulated by the Financial Conduct Authority) on behalf of IFSL ICAV (authorised and regulated by the Central Bank of Ireland). IFSL ICAV is managed by TMF Fund Management (Ireland) Limited (authorised and regulated by the Central Bank of Ireland).IFSL ICAV is registered under the laws of Ireland with registered number C186352 as an Irish Collective Asset-management Vehicle which is constituted as an open-ended umbrella UCITS fund with segregated liability between sub-funds.Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British) and Martin Ratcliffe (British)Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

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.

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.Issued by Marlborough Investment Management Limited (authorised and regulated by the Financial Conduct Authority) on behalf of IFSL ICAV (authorised and regulated by the Central Bank of Ireland). IFSL ICAV is managed by TMF Fund Management (Ireland) Limited (authorised and regulated by the Central Bank of Ireland).IFSL ICAV is registered under the laws of Ireland with registered number C186352 as an Irish Collective Asset-management Vehicle which is constituted as an open-ended umbrella UCITS fund with segregated liability between sub-funds.Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British) and Martin Ratcliffe (British)Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland