Episoder
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In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss recent events and look to 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.
This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:
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 International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 2nd Floor, Lefebvre Place, Lefebvre Street, St. Peter Port, GY1 2JP, Guernsey.
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).
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In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Andrew Shaw discuss recent events and look to 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.
This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:
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 International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 2nd Floor, Lefebvre Place, Lefebvre Street, St. Peter Port, GY1 2JP, Guernsey.
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).
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Manglende episoder?
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In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Alex King discuss US employment data, political uncertainty & Asia.
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 entities:
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 International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 2nd Floor, Lefebvre Place, Lefebvre Street, St. Peter Port, GY1 2JP, Guernsey.
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).
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In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss US tariffs, Eurozone inflation & consumer spending.
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 entities:
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 International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 2nd Floor, Lefebvre Place, Lefebvre Street, St. Peter Port, GY1 2JP, Guernsey.
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).
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In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Edward Kennedy discuss NVIDIA's earnings, inflation trends & interest rate 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.
This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:
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 International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 2nd Floor, Lefebvre Place, Lefebvre Street, St. Peter Port, GY1 2JP, Guernsey.
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).
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In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss US inflation, Trump staff nominations & UK GDP slowdown.
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 entities:
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 International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 2nd Floor, Lefebvre Place, Lefebvre Street, St. Peter Port, GY1 2JP, Guernsey.
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).
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In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Scott Truter discuss the US election, interest rate cuts and China’s growth challenges.
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 entities:
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 International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 2nd Floor, Lefebvre Place, Lefebvre Street, St. Peter Port, GY1 2JP, Guernsey.
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).
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In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss UK budget, US election and China committee meetings.
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 entities:
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 International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 2nd Floor, Lefebvre Place, Lefebvre Street, St. Peter Port, GY1 2JP, Guernsey.
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).
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In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Alex King discuss US political shifts, UK debt concerns & infrastructure 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.
This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:
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 International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 2nd Floor, Lefebvre Place, Lefebvre Street, St. Peter Port, GY1 2JP, Guernsey.
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).
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In this week's episode of the Monday Espresso podcast, Scott Truter and Sarah Todino discuss falling inflation, central bank moves & China's economic 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.
This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:
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 International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 2nd Floor, Lefebvre Place, Lefebvre Street, St. Peter Port, GY1 2JP, Guernsey.
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).
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In this week's episode of the Monday Espresso podcast, Scott Truter and Alex King discuss China's outlook, UK GDP growth and 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.
This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:
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 International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 2nd Floor, Lefebvre Place, Lefebvre Street, St. Peter Port, GY1 2JP, Guernsey.
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).
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In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss Middle East conflict, Eurozone inflation & employment rates.
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 entities:
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 International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 2nd Floor, Lefebvre Place, Lefebvre Street, St. Peter Port, GY1 2JP, Guernsey.
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).
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In this week's episode of the Monday Espresso podcast, Raj Manon and Alex King discuss China's stimulus package, European outlook & US inflation.
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 entities:
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 International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 2nd Floor, Lefebvre Place, Lefebvre Street, St. Peter Port, GY1 2JP, Guernsey.
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).
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In this week's episode of the Monday Espresso podcast, Scott Truter and Sarah Todino discuss rate cuts, inflation and market reactions.
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 entities:
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 International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 2nd Floor, Lefebvre Place, Lefebvre Street, St. Peter Port, GY1 2JP, Guernsey.
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).
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In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Scott Truter discuss market volatility, global rate cuts & Japan's economic 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.
This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:
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 International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 2nd Floor, Lefebvre Place, Lefebvre Street, St. Peter Port, GY1 2JP, Guernsey.
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).
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In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss market cyclicality, US job data & Europe'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.
This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:
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 International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 2nd Floor, Lefebvre Place, Lefebvre Street, St. Peter Port, GY1 2JP, Guernsey.
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).
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In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Scott Truter discuss Nvidia's earnings, market volatility and inflation 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.
This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:
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 International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 2nd Floor, Lefebvre Place, Lefebvre Street, St. Peter Port, GY1 2JP, Guernsey.
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).
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In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Raj Manon discuss US economic signals, Jackson Hole Symposium and rate cut speculation.
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 entities:
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 International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 2nd Floor, Lefebvre Place, Lefebvre Street, St. Peter Port, GY1 2JP, Guernsey.
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).
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In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Scott Truter discuss market resilience, moderating inflation & profit margins.
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 entities:
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 International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 2nd Floor, Lefebvre Place, Lefebvre Street, St. Peter Port, GY1 2JP, Guernsey.
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).
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In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Andrew Shaw discuss Japan's market turbulence, US economic data & upcoming data points.
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 entities:
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 International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 2nd Floor, Lefebvre Place, Lefebvre Street, St. Peter Port, GY1 2JP, Guernsey.
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).
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