
Howard Financial Services Monday Espresso Podcast
119 episodes — Page 3 of 3
Ep 1903/06/24: Stabilising inflation, moderating growth & potential rate cuts
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Scott Truter discuss stabilising inflation, moderating growth & potential rate cutsSheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.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 1827/05/24: 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 1720/05/24: 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 1613/05/24: 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 1506/05/24: 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 1429/04/24: 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 1322/04/24: 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 1215/04/24: 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 1108/04/24: 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 1002/04/24: 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 925/03/24: 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 818/03/24: 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 711/03/24: 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 604/03/24: 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 526/02/24: 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 419/02/24: 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 312/02/24: 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 205/02/24: 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 129/01/24: 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 which 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.