10/11/25: Market sell-off, UK interest rate debate & slowing China trade
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 A volatile week of shutdown jitters and tech tremors Last week saw markets whipsaw through volatility as the US government shutdown dragged into record territory, private jobs data sent mixed signals, and Big Tech faced a reality check on valuations. Equities ended broadly lower, with the S&P 500 down -1.63% and the Nasdaq […]
03/11/25: Fed rate cut, US–China tariffs & Magnificent Seven earnings
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 Monthly Edit
In summary We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens. Market headlines Equities resilient amid uncertainty Global equity markets held firm in October, buoyed by solid corporate earnings and hopes of continued monetary policy easing. Investors largely looked past the political noise, […]
Women and wealth: planning around life’s big moments
In summary For many women, money decisions sit alongside life’s biggest milestones. Moments like marriage, motherhood, career breaks, and bereavement can reshape anyone’s finances, but in many cases, women and their finances are more vulnerable to a sudden change in circumstances. For example, women are more likely to pause work or go part-time, whether it’s to […]
27/10/25: Oil price rises, Japan’s growth agenda & Tesla earnings
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 A better week on both the political and trade fronts Trade tensions between the US and China appeared to ease on news that President Trump would meet Chinese President Xi Jinping this week. This raised hopes that the additional tariffs of 100% on imports from China, planned for 1 November, would not go ahead. […]
20/10/25: Regional bank jitters, trade optimism & oil price shifts
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 […]
Inheriting wealth: Advanced strategies for financial success
Welcome to the next step in your financial journey. Now that you have a solid foundation, it’s time to explore advanced strategies to help further secure and grow your inherited wealth. This guide will cover advanced investment strategies, tax planning, estate planning, philanthropy, and wealth preservation. 1. Understanding investment strategies Building on your basic knowledge, […]
13/10/25: Japan’s new leadership boost, AI partnerships & earnings season
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 […]