Weekly Market Commentary: Global equities enjoy a better week despite lingering post US-election interest rate worries
In summary • Global equities enjoy a better week despite lingering post US-election interest rate worries• China woes weigh on the country’s equity markets as investors worry about perceived inadequate stimulus and US-China trade tariff risk • US dollar notches up eighth week in a row of gains, but with it comes challenges for emerging markets in particular• Investors have […]
25/11/24: NVIDIA’s earnings, inflation trends & interest rate outlook
In this week’s episode of the Monday Espresso podcast, Nathan Sweeney and Edward Kennedy discuss NVIDIA’s earnings, inflation trends & interest rate outlook. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at the time of […]
Cornelian Risk Managed Funds
Putting politics aside, there’s quite a lot to be cheerful concerning the investment outlook. The interest rate cycle in major western developed economies has turned as central banks start to recognise that, with inflation subsiding to more normal levels, interest rates adjusted for inflation are too high and without action are at risk of choking […]
18/11/24: US inflation, Trump staff nominations & UK GDP slowdown
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. These are the investment manager’s views at the time of recording and should not […]
The Monthly Edit: October 2024
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 The big topics UK budget market backlash The UK Labour government’s maiden budget at the end of October caused noticeable price moves in UK markets. The new government has committed […]
11/11/24: US election, interest rate cuts & China’s growth challenges
In this week’s episode of the Monday Espresso podcast, Nathan Sweeney and Scott Truter discuss the US election, interest rate cuts and China’s growth challenges. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at the […]
The US has voted: Trump returns to the White House
In summary The 2024 US presidential election proved to be one of the most closely contested races in recent history, but the result has surprised many in terms of the margin of victory, percentage of popular vote won, and the speed of the deciding-vote outcome . Republican party outperforms all expectations Trump has won the […]
04/11/24: UK budget, US election and China committee meetings
In this week’s episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss UK budget, US election and China committee meetings. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at the time of […]
Breaking down the Autumn Budget: Key points
In summary Chancellor Rachel Reeves has unveiled the much-anticipated Autumn Budget, outlining the government’s plans to address the nation’s financial challenges. As expected, the Budget includes several significant changes. Here, we break down the key announcements and what they may mean for your wealth. Major budget announcements that may affect your wealth We have outlined […]
28/10/24: US political shifts, UK debt concerns & infrastructure outlook
In this week’s episode of the Monday Espresso podcast, Sheldon MacDonald and Alex King discuss US political shifts, UK debt concerns & infrastructure outlook. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at the time […]