01/06/26: Iran deal, Micron Technology & UK growth data
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 […]
Weekly Market Commentary
In summary The relief rally continues Markets closed the week on a firm footing, supported by rising expectations of a de-escalation between the US and Iran. Oil prices fell sharply, with Brent down over -11% across the week, easing concerns around a potential supply shock through the Strait of Hormuz. Lower energy prices fed through […]
26/05/26: Earnings season ending, NVIDIA results & positive global markets
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 […]
The importance of competition
“This is Shooter’s tour!’ (Shooter McGavin – Happy Gilmore) Keeping us honest… Amidst the gathering drumbeat for another World Cup, I’m sure many won’t feel the need for a lecture on the merits of competition. However, this subject is at the heart of the several of the most important questions currently confronting investors. Competition has […]
18/05/26: Record breaking weeks, Labour leadership & Beijing summit
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 […]
Starmergeddon?
“I’m free to please whom I choose any old timeSo hold me, love meLove me, hold meBut I’m free any old time to get what I wantYes, I am…”(Mick Jagger, Keith Richards) A change of leadership… At the time of writing, Prime Minister Starmer’s frequently muddling time at the top appears to be dribbling to […]
11/05/26: Earnings season, South Korea & US job markets
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 […]
Dying matters: Planning for peace of mind
In summary Talking about death is never easy, but avoiding the conversation often makes things harder for the people we care about most. Our national charity, Hospice UK’s Dying Matters Awareness Campaign takes place at the start of May each year, to encourage open discussions, thoughtful planning and informed decisions that help people die with […]
05/05/26: US earnings, central bank meetings & AI expenditure
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 […]
UK – don’t believe everything you read
“Why should I want to make anything up? Life’s bad enough as it is without wanting to invent any more of it.” (Marvin, The Hitchhiker’s Guide to the Galaxy – Douglas Adams) The UK’s economy continues to get plenty of stick. This is not new: for much of the last century, commentators have fetishised a […]