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 […]
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 […]
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 […]
21/10/24: Falling inflation, central bank moves & China’s economic outlook
In this week’s episode of the Monday Espresso podcast, Scott Truter and Sarah Todino discuss falling inflation, central bank moves & China’s economic 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 […]
14/10/24: China’s outlook, UK GDP growth and inflation trends
In this week’s episode of the Monday Espresso podcast, Scott Truter and Alex King discuss China’s outlook, UK GDP growth and inflation trends. 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 […]
07/10/24: Middle East conflict, Eurozone inflation & employment rates
In this week’s episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss Middle East conflict, Eurozone inflation & employment rates. 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 […]
30/09/24: China’s stimulus package, European outlook & US inflation
In this week’s episode of the Monday Espresso podcast, Raj Manon and Alex King discuss China’s stimulus package, European outlook & US inflation. 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 […]
23/09/24: Rate cuts, inflation & market reactions
In this week’s episode of the Monday Espresso podcast, Scott Truter and Sarah Todino discuss rate cuts, inflation and market reactions. 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 […]
16/09/24: Market volatility, global rate cuts & Japan’s economic outlook
In this week’s episode of the Monday Espresso podcast, Sheldon MacDonald and Scott Truter discuss market volatility, global rate cuts & Japan’s economic outlook. These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be […]
09/09/24: Market cyclicality, US job data & Europe’s outlook
In this week’s episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss market cyclicality, US job data & Europe’s outlook. These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject […]