27/01/25: Trump’s executive orders, Japan rate hike & UK trade policy
In this week’s episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino 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 […]
20/01/25: UK inflation relief, China’s stimulus & Trump’s inauguration
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 […]
13/01/25: Rising bond yields, inflation trends & US economic resilience
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 […]
06/01/24: Trump’s return, China’s outlook & review of 2024
In this week’s episode of the Monday Espresso podcast, Sarah Todino and Alex King 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 […]
23/12/24: US Fed signals, UK inflation & global market trends
In this week’s episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino 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 […]
16/12/24: China stimulus, NATO spending & Eurozone forecasts
In this week’s episode of the Monday Espresso podcast, Nathan Sweeney and Andrew Shaw 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 […]
09/12/24: US employment data, political uncertainty & Asia
In this week’s episode of the Monday Espresso podcast, Nathan Sweeney and Alex King discuss US employment data, political uncertainty & Asia. 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 […]
02/12/24: US tariffs, Eurozone inflation & consumer spending
In this week’s episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss US tariffs, Eurozone inflation, and consumer spending. 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 […]
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 […]
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 […]