W1 Monday Espresso Podcast

08/06/26: SpaceX IPO special

Marlborough — Mon, 08 Jun 2026 10:58:19 +0100

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

These are the Multi-Asset Solutions Investment Team'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.

Marlborough ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), and Danny Knight (British).

01/06/26: Iran deal, Micron Technology & UK growth data

Marlborough — Mon, 01 Jun 2026 10:49:47 +0100

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

26/05/26: Earnings season ending, NVIDIA results & positive global markets

Marlborough — Tue, 26 May 2026 12:42:40 +0100

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

18/05/26: Record breaking weeks, Labour leadership & Beijing summit

Marlborough — Mon, 18 May 2026 11:26:53 +0100

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

11/05/26: Earnings season, South Korea & US job markets

Marlborough — Mon, 11 May 2026 09:13:55 +0100

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

05/05/26: US earnings, central bank meetings & AI expenditure

Marlborough — Tue, 05 May 2026 09:58:48 +0100

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

27/04/26: S&P highs, oil price surges & AI stocks

Marlborough — Mon, 27 Apr 2026 11:27:31 +0100

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

20/04/26: Hormuz uncertainty, market rebounds & stock swings

Marlborough — Mon, 20 Apr 2026 12:52:55 +0100

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

13/04/26: Ceasefire, oil prices & US inflation data

Marlborough — Mon, 13 Apr 2026 08:57:08 +0100

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

07/04/26: Middle East, US job numbers & interest rates

Marlborough — Tue, 07 Apr 2026 12:12:15 +0100

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

30/03/26: Iran conflict, upcoming IPOs & UK retail sales

Marlborough — Mon, 30 Mar 2026 08:50:21 +0100

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

23/03/26: Central banks, oil volatility & Nvidia’s growth themes

Marlborough — Mon, 23 Mar 2026 11:59:09 +0000

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

16/03/26: Oil supply disruption, US inflation & the UK economy

Marlborough — Mon, 16 Mar 2026 10:19:32 +0000

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

09/03/26: Middle East tensions, oil surge & tech rotation

Marlborough — Mon, 09 Mar 2026 12:35:30 +0000

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

02/03/26: Middle East conflict, Nvidia earnings & inflation update

Marlborough — Mon, 02 Mar 2026 11:35:45 +0000

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

23/02/26: US & Iran tensions, inflation rates and earning expectations

Marlborough — Mon, 23 Feb 2026 09:00:00 +0000

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

16/02/26: Bond markets, US payroll data & Japan's election

Marlborough — Mon, 16 Feb 2026 12:37:50 +0000

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

09/02/26: Big Tech earnings, AI momentum & macro updates

Marlborough — Mon, 09 Feb 2026 11:53:40 +0000

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

02/02/26: Big Tech earnings, Fed chair speculation & January market moves

Marlborough — Mon, 02 Feb 2026 11:16:58 +0000

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

26/01/26: Trump tariffs, UK inflation & US smaller companies

Marlborough — Mon, 26 Jan 2026 11:22:56 +0000

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

19/01/26: Market rotations, US inflation data & AI momentum

Marlborough — Mon, 19 Jan 2026 10:12:07 +0000

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

12/01/26: US jobs data, Nvidia–Mercedes partnership & AI goes physical

Marlborough — Mon, 12 Jan 2026 09:47:10 +0000

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

05/01/26: 2025 review, Venezuela intervention & energy outlook

Marlborough — Mon, 05 Jan 2026 16:27:54 +0000

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

22/12/25: UK rate cut, mixed US data & Santa rally hopes

Marlborough — Mon, 22 Dec 2025 10:02:21 +0000

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

15/12/25: Fed rate cut, AI investment scrutiny & tech earnings

Marlborough — Mon, 15 Dec 2025 11:32:56 +0000

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

08/12/25: Fed rate cut hopes, Netflix $83bn deal & US jobs update

Marlborough — Mon, 08 Dec 2025 12:56:57 +0000

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

01/12/25: UK Budget special

Marlborough — Mon, 01 Dec 2025 12:08:27 +0000

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

24/11/25: Market rotation, AI investment focus & strong Nvidia results

Marlborough — Mon, 24 Nov 2025 09:15:17 +0000

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

17/11/25: AI bubble debate, US government shutdown & strong US earnings

Marlborough — Mon, 17 Nov 2025 11:59:04 +0000

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

10/11/25: Market sell-off, UK interest rate debate & slowing China trade

Marlborough — Mon, 10 Nov 2025 12:11:22 +0000

In this week's episode of the Monday Espresso podcast, the team 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.

03/11/25: Fed rate cut, US–China tariffs & Magnificent Seven earnings

Marlborough — Mon, 03 Nov 2025 11:04:26 +0000

In this week's episode of the Monday Espresso podcast, the team 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

27/10/25: Oil price rises, Japan’s growth agenda & Tesla earnings

Marlborough — Mon, 27 Oct 2025 14:46:35 +0000

In this week's episode of the Monday Espresso podcast, the team 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

20/10/25: Regional bank jitters, trade optimism & oil price shifts

Marlborough — Mon, 20 Oct 2025 10:18:18 +0100

In this week's episode of the Monday Espresso podcast, the team 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

13/10/25: Japan's new leadership boost, AI partnerships & earnings season

Marlborough — Mon, 13 Oct 2025 11:10:20 +0100

In this week's episode of the Monday Espresso podcast, the team 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

06/10/25: AI optimism, healthcare tariffs & US government shutdown

Marlborough — Mon, 06 Oct 2025 09:54:17 +0100

In this week's episode of the Monday Espresso podcast, the team 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

29/09/25: Bond yields rise, US tariffs return & payrolls ahead

Marlborough — Mon, 29 Sep 2025 10:18:25 +0100

In this week's episode of the Monday Espresso podcast, the team 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

22/09/25: Japan policy shift, UK food inflation & Nvidia–Intel deal

Marlborough — Mon, 22 Sep 2025 11:28:49 +0100

In this week's episode of the Monday Espresso podcast, the team 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

15/09/25: Earnings update, Fed pressure & UK GDP

Marlborough — Mon, 15 Sep 2025 11:24:41 +0100

In this week's episode of the Monday Espresso podcast, the team 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

08/09/25: Bond market moves, US jobs data & Tesla’s pay proposal

Marlborough — Mon, 08 Sep 2025 09:50:44 +0100

In this week's episode of the Monday Espresso podcast, the team 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

01/09/25: French uncertainty, Nvidia earnings & US inflation data

Marlborough — Mon, 01 Sep 2025 13:13:42 +0100

In this week's episode of the Monday Espresso podcast, the team 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

25/08/25: Jackson Hole outlook, German GDP & US consumer trends

Marlborough — Mon, 25 Aug 2025 11:02:10 +0100

In this week's episode of the Monday Espresso podcast, the team 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

18/08/25: Small-cap strength, inflation data & Trump–Putin talks

Marlborough — Mon, 18 Aug 2025 13:45:44 +0100

In this week's episode of the Monday Espresso podcast, the team 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

11/08/25: Rate cut fallout, Magnificent Seven shine & gold market shock

Marlborough — Mon, 11 Aug 2025 11:04:15 +0100

In this week's episode of the Monday Espresso podcast, the team 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

04/08/25: Central bank meetings, FX markets & US job numbers

Marlborough — Mon, 04 Aug 2025 09:00:00 +0100

In this week's episode of the Monday Espresso podcast, the team 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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.

28/07/25: Japan-US trade deal, earnings optimism & Fed expectations

Marlborough — Mon, 28 Jul 2025 09:57:21 +0100

In this week's episode of the Monday Espresso podcast, the team 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

21/07/25: Fed pressure, inflation surprises & EU tariffs

Marlborough — Mon, 21 Jul 2025 11:41:24 +0100

In this week's episode of the Monday Espresso podcast, the team 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

14/07/25: Fresh Trump tariffs, Fed caution & UK growth data

Marlborough — Mon, 14 Jul 2025 11:08:37 +0100

In this week's episode of the Monday Espresso podcast, the team 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

07/07/25: Vietnam trade deal, inflation fears & UK bond market

Marlborough — Mon, 07 Jul 2025 12:01:54 +0100

In this week's episode of the Monday Espresso podcast, the team 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

30/06/25: Easing tensions, trade deal progress & inflation data

Marlborough — Mon, 30 Jun 2025 11:13:11 +0100

In this week's episode of the Monday Espresso podcast, the team 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

23/06/25: Central bank caution, Middle East concerns & dollar resilience

Marlborough — Mon, 23 Jun 2025 15:31:22 +0100

In this week's episode of the Monday Espresso podcast, the team 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

16/06/25: Middle East tensions, US inflation & AI momentum

Marlborough — Mon, 16 Jun 2025 16:05:45 +0100

In this week's episode of the Monday Espresso podcast, the team 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

09/06/25: Musk–Trump clash, tariff talk & rate cut caution

Marlborough — Mon, 09 Jun 2025 09:55:28 +0100

In this week's episode of the Monday Espresso podcast, the team 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

02/06/25: Market rebound, trade updates & Nvidia’s AI push

Marlborough — Mon, 02 Jun 2025 10:09:33 +0100

In this week's episode of the Monday Espresso podcast, the team 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

26/05/25: EU tariffs, Trump’s tax plan & bond volatility

Marlborough — Mon, 26 May 2025 09:30:00 +0100

In this week's episode of the Monday Espresso podcast, the team 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

19/05/25: Trade talks progress, defence deals & United Health tumbles

Marlborough — Mon, 19 May 2025 13:34:06 +0100

In this week's episode of the Monday Espresso podcast, the team 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

12/05/25: US and China agreement, recession fears & resilient earnings

Marlborough — Mon, 12 May 2025 16:05:16 +0100

In this week's episode of the Monday Espresso podcast, the team 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

05/05/25: Big tech earnings, resilient jobs data & tariff strategies

Marlborough — Mon, 05 May 2025 09:30:00 +0100

In this week's episode of the Monday Espresso podcast, the team 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

28/04/25: Tariff optimism, trade talks & big tech earnings

Marlborough — Mon, 28 Apr 2025 09:15:00 +0100

In this week's episode of the Monday Espresso podcast, the team 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

21/04/25: Japan, Semiconductors & Chinese supercomputers

Marlborough — Mon, 21 Apr 2025 09:00:00 +0100

In this week's episode of the Monday Espresso podcast, the team 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

14/04/25: The basis trade, tariff rollback & inflation data

Marlborough — Mon, 14 Apr 2025 09:54:01 +0100

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

07/04/25: Tariff impact, market reactions & global response

Marlborough — Mon, 07 Apr 2025 10:30:00 +0100

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Rory Dowie 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

31/03/25: Growth outlook, bond markets & tariff updates

Marlborough — Mon, 31 Mar 2025 09:49:25 +0100

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

24/03/25: Central bank moves, tariff uncertainty & market expectations

Marlborough — Mon, 24 Mar 2025 09:38:30 +0000

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

17/03/25: US market sell-off, tariff concerns & inflation trends

Marlborough — Mon, 17 Mar 2025 09:48:03 +0000

In this week's episode of the Monday Espresso podcast, Edward Kennedy and Rory Dowie 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

10/03/25: AI market shifts, Trump's tariffs & Europe’s resilience

Marlborough — Mon, 10 Mar 2025 11:26:59 +0000

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Rory Dowie 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

03/03/25: Nvidia, Fed signals & China’s economic shifts

Marlborough — Mon, 03 Mar 2025 09:58:04 +0000

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Rory Dowie 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

24/02/25: China tech rally, UK inflation & Alibaba’s resurgence

Marlborough — Mon, 24 Feb 2025 09:56:00 +0000

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Rory Dowie 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

17/02/25: Tariff uncertainty, UK growth & Russia-Ukraine talks

Marlborough — Mon, 17 Feb 2025 09:39:33 +0000

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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).

10/02/25: Trump’s tariffs, China’s response & UK rate cuts

Marlborough — Mon, 10 Feb 2025 09:44:47 +0000

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

03/02/25: DeepSeek's impact, Jevons Paradox & central bank moves

Marlborough — Mon, 03 Feb 2025 09:35:04 +0000

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Edward Kennedy 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

27/01/25: Trump’s executive orders, Japan rate hike & UK trade policy

Marlborough — Mon, 27 Jan 2025 10:14:51 +0000

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

20/01/25: UK inflation relief, China's stimulus & Trump’s inauguration

Marlborough — Mon, 20 Jan 2025 10:00:00 +0000

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

13/01/25: Rising bond yields, inflation trends & US economic resilience

Marlborough — Mon, 13 Jan 2025 10:25:34 +0000

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

06/01/24: Trump's return, China's outlook & review of 2024

Marlborough — Mon, 06 Jan 2025 09:55:18 +0000

In this week's episode of the Monday Espresso podcast, Sarah Todino and Alex King 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

23/12/24: US Fed signals, UK inflation & global market trends

Marlborough — Mon, 23 Dec 2024 09:00:00 +0000

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

16/12/24: China stimulus, NATO spending & Eurozone forecasts

Marlborough — Mon, 16 Dec 2024 11:06:46 +0000

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

09/12/24: US employment data, political uncertainty & Asia

Marlborough — Mon, 09 Dec 2024 09:30:00 +0000

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

02/12/24: US tariffs, Eurozone inflation & consumer spending

Marlborough — Mon, 02 Dec 2024 09:30:00 +0000

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss US tariffs, Eurozone inflation, and 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

25/11/24: NVIDIA's earnings, inflation trends & interest rate outlook

Marlborough — Mon, 25 Nov 2024 10:02:08 +0000

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

18/11/24: US inflation, Trump staff nominations & UK GDP slowdown

Marlborough — Mon, 18 Nov 2024 09:00:00 +0000

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss the week's hottest topics.

Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

11/11/24: US election, interest rate cuts & China’s growth challenges

Marlborough — Mon, 11 Nov 2024 09:12:55 +0000

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

04/11/24: UK budget, US election and China committee meetings

Marlborough — Mon, 04 Nov 2024 11:57:11 +0000

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

28/10/24: US political shifts, UK debt concerns & infrastructure outlook

Marlborough — Mon, 28 Oct 2024 09:00:00 +0000

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

21/10/24: Falling inflation, central bank moves & China's economic outlook

Marlborough — Mon, 21 Oct 2024 09:00:00 +0100

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

14/10/24: China's outlook, UK GDP growth and inflation trends

Marlborough — Mon, 14 Oct 2024 15:16:11 +0100

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

07/10/24: Middle East conflict, Eurozone inflation & employment rates

Marlborough — Mon, 07 Oct 2024 09:00:00 +0100

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

30/09/24: China's stimulus package, European outlook & US inflation

Marlborough — Mon, 30 Sep 2024 09:00:00 +0100

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

23/09/24: Rate cuts, inflation & market reactions

Marlborough — Mon, 23 Sep 2024 09:00:00 +0100

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

16/09/24: Market volatility, global rate cuts & Japan's economic outlook

Marlborough — Mon, 16 Sep 2024 09:00:00 +0100

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

09/09/24: Market cyclicality, US job data & Europe's outlook

Marlborough — Mon, 09 Sep 2024 09:00:00 +0100

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

02/09/24: Nvidia's earnings, market volatility & inflation data

Marlborough — Mon, 02 Sep 2024 09:00:00 +0100

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

26/08/24: US economic signals, Jackson Hole Symposium & rate cut speculation

Marlborough — Mon, 26 Aug 2024 09:00:00 +0100

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

19/08/24: Market resilience, moderating inflation & profit margins

Marlborough — Mon, 19 Aug 2024 09:00:00 +0100

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

12/08/24: Japan's market turbulence, US economic data & upcoming data points

Marlborough — Mon, 12 Aug 2024 10:11:29 +0100

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

05/08/24: UK interest rate cut, US volatility & Japan's yen rally

Marlborough — Mon, 05 Aug 2024 09:00:00 +0100

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald & Sarah Todino discuss UK interest rate cut, US volatility & Japan's yen rally.

Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

29/07/24: US election, company earnings & consumer spending

Marlborough — Mon, 29 Jul 2024 09:00:00 +0100

In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Scott Truter discuss the US election, company earnings & 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

22/07/24: Technology outages, retail data & the Taylor Swift effect

Marlborough — Mon, 22 Jul 2024 09:00:00 +0100

In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Sarah Todino discuss technology outages, retail data & the Taylor Swift effect.

Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

15/07/24: UK growth, French elections & US inflation

Marlborough — Mon, 15 Jul 2024 09:30:00 +0100

In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Scott Truter discuss UK growth, French elections and 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

08/07/24: Mid-year review, UK election & US update

Marlborough — Mon, 08 Jul 2024 09:43:38 +0100

In this week's episode of the Monday Espresso podcast, Sheldon Macdonald & Sarah Todino discuss the first half of the year, UK election and US update.

Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

01/07/24: Promising inflation trends, US outlook & GDP data

Marlborough — Mon, 01 Jul 2024 09:30:00 +0100

In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Scott Truter discuss promising inflation trends, US outlook and 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

24/06/24: Easing inflation, rate cuts begin & tech sector strength

Marlborough — Mon, 24 Jun 2024 09:30:00 +0100

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

17/06/24: US inflation, rate cut expectations & outlook for Japan

Marlborough — Mon, 17 Jun 2024 09:37:51 +0100

In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Scott Truter discuss US inflation, rate cut expectations & the outlook for Japan.

Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

10/06/24: ECB's interest rate cut, NVIDIA's rise and the week ahead

Marlborough — Mon, 10 Jun 2024 09:30:00 +0100

In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Sarah Todino discuss the ECB's interest rate cut, NVIDIA's rise 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

03/06/24: Stabilising inflation, moderating growth & potential rate cuts

Marlborough — Mon, 03 Jun 2024 09:30:00 +0100

In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Scott Truter discuss stabilising inflation, moderating growth & potential rate cuts

Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

27/05/24: Election surprises, easing inflation & NVIDIA's AI surge

Marlborough — Mon, 27 May 2024 09:30:00 +0100

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

20/05/24: Inflation eases, rate cuts loom & China stimulus

Marlborough — Mon, 20 May 2024 09:30:00 +0100

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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)

13/05/24: UK growth, interest rate speculation & Asia's outlook

Marlborough — Mon, 13 May 2024 09:30:00 +0100

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

06/05/24: Earnings reports, inflation trends & economic optimism

Marlborough — Mon, 06 May 2024 09:30:00 +0100

In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Sarah Todino discuss earnings reports, inflation trends & economic optimism

Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

29/04/24: Tech giants report earnings, US inflation & GDP data

Marlborough — Mon, 29 Apr 2024 09:14:17 +0100

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

22/04/24: Inflation divergence, geopolitical tensions & reporting season

Marlborough — Mon, 22 Apr 2024 10:21:27 +0100

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

15/04/24: US inflation, rate cut expectations & Middle East tensions

Marlborough — Mon, 15 Apr 2024 13:04:33 +0100

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

08/04/24: US jobs report, economic divergence & rate cut expectations

Marlborough — Mon, 08 Apr 2024 13:42:37 +0100

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

02/04/24: M&A activity, inflation crossroads & solid economic backdrop

Marlborough — Tue, 02 Apr 2024 12:38:56 +0100

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

25/03/24: Japan's rate hike, central bank moves & inflation trends

Marlborough — Mon, 25 Mar 2024 12:47:50 +0000

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

18/03/24: US inflation data, Bank of Japan & green shoots in China

Marlborough — Mon, 18 Mar 2024 12:42:23 +0000

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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)

11/03/24: US inflation, Trump Tariffs & Middle East tensions

Marlborough — Mon, 11 Mar 2024 11:27:46 +0000

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

04/03/24: Tech and growth confidence, earnings strength & UK budget

Marlborough — Mon, 04 Mar 2024 11:49:06 +0000

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

26/02/24: Central bank insights, housing trends and earnings finale

Marlborough — Mon, 26 Feb 2024 11:27:17 +0000

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

19/02/24: Inflation insights, UK economic data, and earnings surprises

Marlborough — Mon, 19 Feb 2024 12:01:37 +0000

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

12/02/24: Market milestones, earnings insights & interest rate speculation

Marlborough — Mon, 12 Feb 2024 11:26:38 +0000

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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.

05/02/24: Interest rate concerns, earnings season & declining oil price

Marlborough — Mon, 05 Feb 2024 11:35:53 +0000

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

29/01/24: China's stimulus package, US growth & inflation data

Marlborough — Mon, 29 Jan 2024 11:58:20 +0000

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

22/01/24: AI optimism, China's GDP data & lingering inflation

Marlborough — Mon, 22 Jan 2024 12:03:14 +0000

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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.

15/01/24: Taiwan election results, Red Sea rebels & earnings reports

Marlborough — Mon, 15 Jan 2024 12:16:57 +0000

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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.

08/01/24: Taiwan elections and the week ahead

Marlborough — Mon, 08 Jan 2024 12:48:11 +0000

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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.

02/01/24: Review of 2023 and outlook for 2024

Marlborough — Tue, 02 Jan 2024 11:54:43 +0000

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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.

18/12/23: Inflation figures, interest rate cuts & smaller company performance

Marlborough — Mon, 18 Dec 2023 11:06:17 +0000

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.

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.

11/12/23: Interest rate expectations, oil prices & US jobs report

Marlborough — Mon, 11 Dec 2023 11:26:22 +0000

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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.

04/12/23: Global inflation figures, the Fed monetary policy & oil prices

Marlborough — Mon, 04 Dec 2023 13:14:18 +0000

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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), Martin Ratcliffe (British) & Danny Knight (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

27/11/23: UK PMI, Autumn Statement & end of US company earnings

Marlborough — Mon, 27 Nov 2023 11:19:37 +0000

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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).

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

20/11/23: UK market confidence, Chinese stimulation & Black Friday

Marlborough — Mon, 20 Nov 2023 13:30:42 +0000

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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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).

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

13/11/23: Improving sentiment, mixed messages & falling oil price

Marlborough — Mon, 13 Nov 2023 11:51:31 +0000

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how improving sentiment, mixed messages & the falling oil price have impacted equity and fixed income funds.

Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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).

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

06/11/23: Central banks in focus, the bond market & solid earnings

Marlborough — Mon, 06 Nov 2023 11:43:17 +0000

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how central bank meetings, the bond market & solid company earnings have impacted equity and fixed income funds.

Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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).

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

30/10/23: Interest rate outlook, China stimulus & Q3 earnings

Marlborough — Mon, 30 Oct 2023 12:32:00 +0000

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how the interest rate outlook, China implementing stimulus & Q3 earnings have impacted equity and fixed income funds.

Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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).

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

23/10/23: Mixed messages, US bond market & China's economic data

Marlborough — Mon, 23 Oct 2023 12:16:22 +0100

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how mixed messages, the US bond market & China's latest economic data have impacted equity and fixed income funds.

Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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).

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

16/10/23: Geopolitical outlook, US inflation & Q3 earnings update

Marlborough — Mon, 16 Oct 2023 11:10:43 +0100

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how the geopolitical outlook, US inflation & Q3 earnings updates have impacted equity and fixed income funds.

Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

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

09/10/23: US jobs growth, bond sell-off & Q3 earnings expectations

Marlborough — Mon, 09 Oct 2023 12:09:48 +0100

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Scott Truter discuss how strong US jobs data, last week's bond sell-off & Q3 earning expectations have impacted equity and fixed income funds.

Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

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

02/10/23: Higher for longer rhetoric, rising oil price & US shutdown

Marlborough — Mon, 02 Oct 2023 11:39:37 +0100

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how the higher for longer rhetoric, rising oil price & US shutdown have impacted equity and fixed income funds.

Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

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

25/09/23: Central bank pauses, economic growth & rising oil prices

Marlborough — Mon, 25 Sep 2023 12:23:46 +0100

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how central banks pausing rate rises, the latest economic growth expectations & the rising oil price have impacted equity and fixed income funds.

Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

18/09/23: Weakness in sterling, rising oil price & interest rates

Marlborough — Mon, 18 Sep 2023 11:56:14 +0100

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how weakness in sterling, the rising oil price & interest rate expectations have impacted equity and fixed income funds.

Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

11/09/23: Factory orders, recessionary forecasts & the oil price

Marlborough — Mon, 11 Sep 2023 11:49:03 +0100

In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Niall McDermott discuss how factory order data, recessionary forecasts & the oil price have impacted equity and fixed income funds.

Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

04/09/23: Money supply falls, US jobs market & the Goldilocks scenario

Marlborough — Mon, 04 Sep 2023 11:49:17 +0100

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald, Raj Manon & Scott Truter discuss how Money supply falls, US jobs market & the Goldilocks scenario 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

29/08/23: Jackson Hole Symposium, Nvidia & UK PMI data

Marlborough — Tue, 29 Aug 2023 12:03:29 +0100

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald & Raj Manon discuss how the Jackson Hole Symposium, Nvidia earnings & latest UK PMI data have impacted equity and fixed income funds.

Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

21/08/23: UK wage growth, inflation & Evergrande

Marlborough — Mon, 21 Aug 2023 10:55:10 +0100

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald & Nathan Sweeney discuss how UK wage growth, the latest inflation data & Evergrande 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

14/08/23: US soft landing, company earnings & deflation in China

Marlborough — Mon, 14 Aug 2023 11:54:22 +0100

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald & Nathan Sweeney discuss how talk of a US soft landing, company earnings & deflation in China 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

07/08/23: US debt downgrade, US jobs report & inflation

Marlborough — Mon, 07 Aug 2023 11:43:17 +0100

In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Scott Truter discuss how the US debt downgrade, the US jobs report & the latest inflation data have impacted equity and fixed income funds.

Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

31/07/23: The Bank of England, Q2 earnings & China's economic support

Marlborough — Mon, 31 Jul 2023 11:59:30 +0100

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how the Bank of England, Q2 earnings & China's economic support 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

24/07/23: Strong equity markets, falling inflation & weak Chinese markets

Marlborough — Mon, 24 Jul 2023 11:22:15 +0100

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how strong equity markets, falling inflation & weak Chinese markets 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

17/07/23: Inflation figures, weakness in USD & Q2 earnings

Marlborough — Mon, 17 Jul 2023 11:47:16 +0100

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how inflation figures, weakness in the US dollar & Q2 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

10/07/23: Inflation figures, mortgage costs & company earnings

Marlborough — Mon, 10 Jul 2023 10:38:44 +0100

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how Inflation figures, mortgage costs & 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.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

03/07/23: Mid-year review of 2023

Marlborough — Mon, 03 Jul 2023 11:18:03 +0100

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney review what has happened so far in 2023 and share their outlook for the rest of the year.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

26/06/23: Hawkish Bank of England, interest rates & lab-grown chicken

Marlborough — Mon, 26 Jun 2023 12:06:27 +0100

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Raj Manon discuss how a hawkish Bank of England, higher interest rates & lab-grown chicken have impacted equity and fixed income funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

19/06/23: Central Bank policies, UK economy & mortgage market

Marlborough — Mon, 19 Jun 2023 10:57:11 +0100

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Raj Manon discuss how differing Central Bank policies, the UK economy & mortgage market have impacted equity and fixed income funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

12/06/23: Shifting market dynamics, the oil price & Japan

Marlborough — Mon, 12 Jun 2023 11:44:02 +0100

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how shifting market dynamics, the oil price & potential opportunities in Japan have impacted equity and fixed income funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

05/06/23: Unemployment data, oil production cuts & Japan

Marlborough — Mon, 05 Jun 2023 11:17:27 +0100

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how unemployment data, oil production cuts & potential opportunities in Japan have impacted equity and fixed income funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

30/05/23: Inflation, the rise of tech stocks & China concerns

Marlborough — Tue, 30 May 2023 10:58:25 +0100

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how stubborn UK inflation, the rise of tech stocks & China concerns have impacted equity and fixed income funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

22/05/23: US debt ceiling, inflation & the G7

Marlborough — Mon, 22 May 2023 11:17:15 +0100

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald discusses how US debt ceiling, the latest inflation data & the G7 meeting have impacted equity and fixed income funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

15/05/23: Economic growth outlook, inflation and interest rates

Marlborough — Mon, 15 May 2023 15:42:27 +0100

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald discusses how economic growth outlook, inflation and interest rates have impacted equity and fixed income funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

09/05/23: US debt ceiling, GDP figures and rate hikes

Marlborough — Wed, 10 May 2023 11:20:00 +0100

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald discusses how the US debt ceiling, GDP figures and the latest rate hike suggestions have impacted equity and fixed income funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

02/05/23: First Republic Bank, positive earning surprises & US debt ceiling

Marlborough — Tue, 02 May 2023 11:41:21 +0100

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald, Scott Truter and Raj Manon discuss how First Republic Bank, positive earning surprises & the US debt ceiling have impacted equity and fixed income funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

24/04/23: Earnings latest & rate cut expectations

Marlborough — Mon, 24 Apr 2023 11:48:40 +0100

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald & Nathan Sweeney discuss how earnings latest & rate cut expectations have impacted equity and fixed income funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Darren Freemantle (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

17/04/23: Banking sector, declining inflation & earnings update

Marlborough — Mon, 17 Apr 2023 10:52:18 +0100

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald & Nathan Sweeney discuss how the banking sector, declining inflation & earnings updates have impacted equity and fixed income funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Darren Freemantle (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

11/04/23: Q1 earnings, US labour market & interest rates

Marlborough — Tue, 11 Apr 2023 11:32:06 +0100

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald & Nathan Sweeney discuss how Q1 earnings, the US labour market & the latest on interest rate expectations have impacted equity and fixed income funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Darren Freemantle (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

03/04/23: Q1 market performance, Eurozone inflation & UK GDP

Marlborough — Mon, 03 Apr 2023 11:53:53 +0100

In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Scott Truter discuss how Q1 market performance, Eurozone inflation & UK GDP have impacted equity and fixed income funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Darren Freemantle (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

27/03/23: The banking sector, inflation data & interest rates

Marlborough — Mon, 27 Mar 2023 11:47:05 +0100

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald, Nathan Sweeney & Danny Fox discuss how the banking sector, inflation data & expectations for interest rates have impacted equity and fixed income funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Darren Freemantle (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

20/03/23: Credit Suisse & interest rate expectations

Marlborough — Mon, 20 Mar 2023 11:45:07 +0000

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald, Nathan Sweeney & Danny Fox discuss how Credit Suisse & interest rates expectations have impacted equity and fixed income funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Darren Freemantle (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

13/03/23: Silicon Valley Bank collapse, unemployment uptick and GDP data

Marlborough — Mon, 13 Mar 2023 11:59:54 +0000

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald & Nathan Sweeney discuss how the Silicon Valley Bank collapse, unemployment uptick and GDP data have impacted equity and fixed income funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Darren Freemantle (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

06/03/23: Optimism for central banks, latest PMI reports and GDP data

Marlborough — Mon, 06 Mar 2023 10:53:47 +0000

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald & Nathan Sweeney discuss how the central banks optimism, PMI reports and GDP data have impacted equity and fixed income funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Darren Freemantle (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

27/02/23: Latest inflation data, earnings reports & ESG developments

Marlborough — Mon, 27 Feb 2023 14:26:40 +0000

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald & Nathan Sweeney discuss how the latest inflation data, earnings reports & ESG developments have impacted equity and fixed income funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Darren Freemantle (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

20/02/23: 'Inflation versus growth' & China's reopening

Marlborough — Mon, 20 Feb 2023 14:02:58 +0000

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald & Scott Truter discuss how 'inflation versus growth' & China's reopening have impacted equity and fixed income funds.

Sheldon MacDonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Darren Freemantle (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

13/02/23: UK Q4 growth, China's inflation & 'soft landing'

Marlborough — Mon, 13 Feb 2023 11:24:41 +0000

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald & Scott Truter discuss how UK Q4 growth, China's inflation & talk of 'soft landings' have all impacted equity and fixed income funds.

Sheldon MacDonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Darren Freemantle (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

06/02/23: The NASDAQ, US unemployment & Chinese growth

Marlborough — Mon, 06 Feb 2023 13:39:21 +0000

Sheldon MacDonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Darren Freemantle (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

30/01/23: US GDP growth, Q4 earnings & tech layoffs

Marlborough — Mon, 30 Jan 2023 13:04:00 +0000

Sheldon MacDonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Darren Freemantle (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

23/01/23: Falling inflation, weaker growth & earnings reports

Marlborough — Mon, 23 Jan 2023 14:34:45 +0000

Sheldon MacDonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 Kroll (Ireland) Management Company Limited (authorised and regulated by the Central Bank of Ireland).

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Darren Freemantle (Irish), Dominic Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

16/01/23: Falling inflation, higher oil price & positive UK GDP

Marlborough — Mon, 16 Jan 2023 10:23:33 +0000

Sheldon MacDonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

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 an open-ended Irish Collective Asset-management Vehicle structured as an umbrella UCITS investment fund with segregated liability between sub-funds. IFSL ICAV is managed by Kroll (Ireland) Management Company Limited which is authorised and regulated by the Central Bank of Ireland

Registered office: IFSL International Limited, Mill House, Millbrook, Naas, Co. Kildare, Ireland.

09/01/23: US jobs market, Eurozone inflation & UK GDP

Marlborough — Mon, 09 Jan 2023 11:47:28 +0000

Sheldon MacDonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

IFSL ICAV, registered in Ireland with registration number C186352 as an open-ended umbrella type Irish Collective Asset-management Vehicle with segregated liability between sub-funds. IFSL ICAV is authorised and regulated by the Central Bank of Ireland.

Registered office: Mill House, Millbrook, Naas, County Kildare, Ireland.

03/01/23: 2023 outlook, China re-opening & the labour market

Marlborough — Tue, 03 Jan 2023 11:16:21 +0000

Sheldon MacDonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

IFSL International Limited, authorised by Central Bank of Ireland and incorporated in Ireland as a limited company with company no. 616854.
Registered office: IFSL International Limited, Mill House, Millbrook, Naas, Co. Kildare, W91 DYY6.

19/12/22: Lower UK inflation figures, rate increases and UK GDP

Marlborough — Mon, 19 Dec 2022 12:41:36 +0000

Sheldon MacDonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

12/12/22: Santa rally, Producer Price Index & central bank meetings

Marlborough — Mon, 12 Dec 2022 11:30:10 +0000

Sheldon MacDonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

05/12/22: Lower inflation, US unemployment & China's Covid policy

Marlborough — Mon, 05 Dec 2022 11:47:25 +0000

Sheldon MacDonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

28/11/22: Black Friday, latest Fed update & falling commodity prices

Marlborough — Mon, 28 Nov 2022 13:36:21 +0000

Sheldon MacDonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

IFSL International Limited, authorised by Central Bank of Ireland and incorporated in Ireland as a limited company with company no. 616854.
Registered office: 7/8 Mount Street Upper, Dublin 2, Ireland.

21/11/22: UK & US inflation, oil prices & consumer spending

Marlborough — Mon, 21 Nov 2022 10:37:36 +0000

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

14/11/22: Falling inflation, UK budget expectations & FTX

Marlborough — Mon, 14 Nov 2022 11:19:39 +0000

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

07/11/22: Central bank updates for Europe, US and UK

Marlborough — Mon, 07 Nov 2022 16:13:48 +0000

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

31/10/22: Interest rate rises, inflation figures & Q3 earnings

Marlborough — Mon, 31 Oct 2022 10:53:11 +0000

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

24/10/22: Outlook for China, UK political uncertainty & Q3 earnings

Marlborough — Mon, 24 Oct 2022 11:27:34 +0100

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

17/10/22: Inflation update, UK politics & Q3 earnings

Marlborough — Mon, 17 Oct 2022 10:43:19 +0100

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

10/10/22: Mixed messages, oil price rallies & geopolitical tensions

Marlborough — Mon, 10 Oct 2022 10:57:54 +0100

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

03/10/22: The bond market, government budget & inflation

Marlborough — Mon, 03 Oct 2022 12:05:07 +0100

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

26/09/22: Interest rate hikes, the government budget & declining Sterling

Marlborough — Mon, 26 Sep 2022 11:33:23 +0100

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

20/09/22: Slowing inflation, Q3 earnings & oil prices

Marlborough — Tue, 20 Sep 2022 11:12:00 +0100

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

12/09/22: ECB interest rate rises, the Nord Stream pipeline & the UK energy cap

Marlborough — Mon, 12 Sep 2022 12:13:17 +0100

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

05/09/22: Global bear market, the Jackson Hole symposium & unemployment lows

Marlborough — Mon, 05 Sep 2022 12:03:22 +0100

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

30/08/22: Jerome Powell's comments, Asia & the latest inflation figures

Marlborough — Tue, 30 Aug 2022 09:50:41 +0100

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

22/08/22: Inflation in Europe, the latest on Ukraine & Alphabet's sustainability drive

Marlborough — Mon, 22 Aug 2022 12:55:31 +0100

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

15/08/22: Latest inflation figures, Q2 US earnings and drought in Europe

Marlborough — Mon, 15 Aug 2022 11:18:11 +0100

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

08/08/22: US recession fears, Oil price lows and the Chinese stock market

Marlborough — Mon, 08 Aug 2022 12:59:15 +0100

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

01/08/22: Interest rate hikes, China's property sector & the US's renewable energy deal

Marlborough — Mon, 01 Aug 2022 11:33:08 +0100

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

25/07/22: Last week's market moves, ECB interest rate hikes & the latest inflation data

Marlborough — Mon, 25 Jul 2022 11:26:36 +0100

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

18/07/22: China's slower growth, latest inflation figures & currency markets

Marlborough — Mon, 18 Jul 2022 11:14:20 +0100

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

11/07/22: UK politics, the jobs market & US Q2 earnings

Marlborough — Mon, 11 Jul 2022 12:29:34 +0100

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

04/07/22: The first six months of 2022, commodity prices & central banks

Marlborough — Mon, 04 Jul 2022 12:25:29 +0100

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

27/06/22: Strikes, oil prices & inflation

Marlborough — Mon, 27 Jun 2022 11:48:12 +0100

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

20/06/22: Bear markets, periphery nations & PMI data

Marlborough — Mon, 20 Jun 2022 10:45:37 +0100

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

13/06/22: Inflation figures, the Fed & Bank of England meetings & UK Equities

Marlborough — Mon, 13 Jun 2022 11:53:56 +0100

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

06/06/22: OPEC increasing oil supply, inflation figures & the ECB

Marlborough — Mon, 06 Jun 2022 12:14:24 +0100

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

30/05/22: The windfall tax, inflation & the Fed

Marlborough — Mon, 30 May 2022 12:09:58 +0100

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

23/05/22: Inflation, unemployment & easing COVID restrictions

Marlborough — Mon, 23 May 2022 11:49:17 +0100

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

IFSL International Limited, authorised by Central bank of Ireland and incorporated in Ireland as a limited company with company no. 616854.
Registered office: 7/8 Mount Street Upper, Dublin 2, Ireland.

16/05/22: Inflation, global supply chains and ESG

Marlborough — Mon, 16 May 2022 12:14:11 +0100

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

09/05/22: Market volatility, interest rate hikes and employment levels

Marlborough — Mon, 09 May 2022 13:33:38 +0100

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

03/05/22: US mega-cap earnings, negative growth & interest rate hikes

Marlborough — Tue, 03 May 2022 12:05:46 +0100

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

25/04/22: Fed rate hikes, UK shopping habits & Macron re-election.

Marlborough — Mon, 25 Apr 2022 12:52:13 +0100

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

19/04/22: Q1 US earnings, peak inflation & French elections.

Marlborough — Tue, 19 Apr 2022 12:15:02 +0100

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

11/04/22: UK stock rallies, US rate increases & earning season.

Marlborough — Mon, 11 Apr 2022 13:47:23 +0100

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

04/04/22: US employment figures, oil price reductions and inflation.

Marlborough — Mon, 04 Apr 2022 13:49:41 +0100

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

28/03/22: Inflation headlines, UK equity rebounds & increasing oil prices.

Marlborough — Mon, 28 Mar 2022 12:46:21 +0100

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

21/03/22: European stock market recoup, Asia lockdowns & delisting ADR's.

Marlborough — Mon, 21 Mar 2022 13:47:52 +0000

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

14/03/22: Oversold European stocks, Chinese company delistings & nickel prices.

Marlborough — Mon, 14 Mar 2022 12:13:40 +0000

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

07/03/22: Ukraine conflict, central bank expectations & ESG backlash.

Marlborough — Mon, 07 Mar 2022 12:57:53 +0000

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

28/02/22: Ukraine invasion & surprise rallies for US growth companies.

Marlborough — Mon, 28 Feb 2022 13:49:21 +0000

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

21/02/22: Ukraine/Russia tensions, US sanction lifting and bond rallies.

Marlborough — Mon, 21 Feb 2022 11:43:39 +0000

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

14/02/22: Global warming, inflation hikes and differential policies.

Marlborough — Mon, 14 Feb 2022 11:37:44 +0000

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

07/02/22: FANG stocks, employment rates and China catching up.

Marlborough — Mon, 07 Feb 2022 11:47:37 +0000

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

31/01/22: Central banks, heavyweight results & supply chain bottlenecks

Marlborough — Mon, 31 Jan 2022 11:37:03 +0000

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

24/01/22: Cyclical recovery, China interest cuts & spooked investors

Marlborough — Mon, 24 Jan 2022 11:28:03 +0000

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

17/01/22: Inflation, Energy & Q4 earning season

Marlborough — Mon, 17 Jan 2022 11:27:43 +0000

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

10/01/22: Omicron, oil prices & inflation

Marlborough — Mon, 10 Jan 2022 10:59:00 +0000

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

04/01/22: Apple, supply chain disruption & bonds

Marlborough — Tue, 04 Jan 2022 10:42:09 +0000

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

20/12/21: Central bank meetings, Omicron & oil prices

Marlborough — Mon, 20 Dec 2021 11:48:26 +0000

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

13/12/21: Rebound rally, S&P records & employment levels

Marlborough — Mon, 13 Dec 2021 11:33:47 +0000

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

06/12/2021: Omicron uncertainty, Powell testifying & German elections

Marlborough — Mon, 06 Dec 2021 11:29:54 +0000

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

29/11/21: Omicron virulence, Western rally & the Powell nomination

Marlborough — Mon, 29 Nov 2021 15:45:37 +0000

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

22/11/21: Baltic dry shipping index, energy prices & winter

Marlborough — Mon, 22 Nov 2021 15:08:00 +0000

Sheldon Macdonald is the Chief Investment Officer and Nathan Sweeney is the Deputy Chief Investment Officer of the Marlborough Multi-Asset funds.

These are Sheldon and Nathan'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.

15/11/21: COP26, US inflation & Elon Musk

Marlborough — Mon, 15 Nov 2021 15:12:57 +0000

Sheldon Macdonald and Nathan Sweeney are the investment managers of the Marlborough Multi Asset funds.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.