Unlocking the potential of the gilts market
A new era for gilts Investing in UK government bonds, or ‘gilts’, has undergone significant changes over the past 15 years. This article explores the historical context, the turning point in 2022, and the current opportunities for investors. The past 15 years For much of the past 15 years, investing in UK government bonds wasn’t […]
The Monthly Edit: February 2025
In summary We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens. Download the PDF article here > Market headlines The big topics Trade tariff news impacts equity markets Market fluctuations were driven by changes in trade tariff plans. US president Trump’s plans for […]
Empowering the future: the role of women in the great wealth transfer
Setting the stage The great wealth transfer is upon us, poised to reshape the financial landscape. As trillions of dollars are expected to pass from baby boomers to millennials globally1, the role of women in this transfer is crucial. Closer to home, it is estimated that over the next 30 years, around £5.5 trillion2 will be […]
Unlocking the tax advantages of offshore bonds
Investors are on the lookout for smart ways to help boost their finances, and offshore bonds have emerged as a crucial tool in this environment. They could offer significant tax advantages and flexibility, making them an attractive option for a diverse range of investors, from high-net-worth individuals to retirees. Understanding offshore bonds Offshore bonds are […]
03/03/25: Nvidia, Fed signals & China’s economic shifts
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. These are the investment manager’s views at the time of […]
Weekly Market Commentary: Generative Artificial Intelligence bellwether Nvidia is the focus for markets this week
In summary • Markets suffer a risk-off finish to last week on fresh COVID nerves• A good German election result for business, but ‘debt brake’ fiscal reform still uncertain• Generative Artificial Intelligence bellwether Nvidia is the focus for markets this week • Two anniversary dates and a reminder of the importance of staying invested Markets suffer a risk-off finish to […]
24/02/25: China tech rally, UK inflation & Alibaba’s resurgence
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. These are the investment manager’s views at the time of […]
Smart tax planning: Key tips for the end of the financial year
In summary As the end of the tax year approaches on 5 April, it’s important to stay ahead of the latest UK budget changes and optimise your financial strategies. Here are some top tax tips to help you reduce liabilities and enhance your financial position. You can download this article as a PDF here. Maximising […]
17/02/25: Tariff uncertainty, UK growth & Russia-Ukraine talks
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. These are the investment manager’s views at the time of […]
Women and investing: Myth versus reality
Myth 1: Women are not confident investors Myth 2: Women are risk averse Myth 3: Women are financially illiterate Myth 4: Women lack interest in investments Myth 5: Women lack access to money to invest Empowering women in investing Dispelling these myths is crucial for fostering a more inclusive and equitable investment landscape. Women are […]