23/03/26: Central banks, oil volatility & Nvidia’s growth themes
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 […]
16/03/26: Oil supply disruption, US inflation & the UK economy
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 […]
09/03/26: Middle East tensions, oil surge & tech rotation
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 […]
02/03/26: Middle East conflict, Nvidia earnings & inflation update
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 […]
23/02/26: US & Iran tensions, inflation rates and earning expectations
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 […]
16/02/26: Bond markets, US payroll data & Japan’s election
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 […]
09/02/26: Big Tech earnings, AI momentum & macro updates
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 […]
02/02/26: Big Tech earnings, Fed chair speculation & January market moves
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 […]
26/01/26: Trump tariffs, UK inflation & US smaller companies
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 […]
19/01/26: Market rotations, US inflation data & AI momentum
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 […]