19/05/25: Trade talks progress, defense deals & United Health tumbles
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 […]
With trade-war tariffs largely paused for now, expect markets to look elsewhere for direction this week
In summary • The week ahead kicks off with question marks around US government debt sustainability• US credit rating picture gets a knock as the last of the three credit rating agencies plays ‘catch-up’• China’s latest economic data paints a mixed picture• Latest quarterly company results season draws to a close The week ahead kicks off with […]
12/05/25: US and China agreement, recession fears & resilient 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 […]
Thinking of stopping or cutting down on work?
In summary If you’re in the 50-65 age group, you may already have a respectable level of savings and are starting to imagine what life would be like with less work in it! Or perhaps you are not the retiring type. Whatever your thinking is, it’s time to organise your finances to support the lifestyle […]
05/05/25: Big tech earnings, resilient jobs data & tariff strategies
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 […]
Cornelian Risk Managed Funds
April was a volatile month as investors reacted to the swingeing Trump tariff announcements negatively, but then regained some confidence as substantive carve-outs were announced. However, US dollar weakness was sustained and impacted US equity returns for UK-based investors. The Funds’ alternative assets produced another month of consistently good returns. Within real estate, Target […]
28/04/25: Tariff optimism, trade talks & big tech 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: April 2025
In summary We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens. You can download the article as a PDF here > Market Headlines The big topics Trump’s first 100 days and a tariff rollercoaster 29 April marked the 100th day of US President […]
Women as CEOs of their households: The hidden investment skills
In the UK, more than half of women take on the responsibility of managing household finances. Specifically, women handle about 55% of household financial management.1 From budgeting for groceries, to planning for holidays, paying household bills and arranging annual insurance, we often refer to this as ‘life admin’ but in reality women often take on the […]
21/04/25: Japan, Semiconductors & Chinese supercomputers
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 […]