Avsnitt
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In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Scott Truter discuss promising inflation trends, US outlook and GDP data.
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 be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.
Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.
An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.
This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:
Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Marlborough International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 1st Floor, Tudor House, Le Bordage, St Peter Port, Guernsey, GY1 1DB.
Marlborough ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 38 Upper Mount Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Sarah Todino discuss easing inflation, the rate cutting cycle & tech sector strength.
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 be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.
Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.
An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.
This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:
Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Marlborough International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 1st Floor, Tudor House, Le Bordage, St Peter Port, Guernsey, GY1 1DB.
Marlborough ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 38 Upper Mount Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Scott Truter discuss US inflation, rate cut expectations & the outlook for Japan.
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 be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.
Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.
An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.
This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:
Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Marlborough International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 1st Floor, Tudor House, Le Bordage, St Peter Port, Guernsey, GY1 1DB.
Marlborough ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 38 Upper Mount Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British)
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In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Sarah Todino discuss ECB's interest rate cut, market movements & NVIDIA's rise.
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 be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.
Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.
An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.
This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:
Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Marlborough International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 1st Floor, Tudor House, Le Bordage, St Peter Port, Guernsey, GY1 1DB.
Marlborough ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 38 Upper Mount Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British)
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In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Scott Truter discuss stabilising inflation, moderating growth & potential rate cuts
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 be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.
Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.
An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.
This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:
Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Marlborough International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 1st Floor, Tudor House, Le Bordage, St Peter Port, Guernsey, GY1 1DB.
Marlborough ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 38 Upper Mount Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British)
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In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Sarah Todino discuss election surprises, easing inflation & NVIDIA's AI surge.
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 be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.
Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.
An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.
This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:
Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Marlborough International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 1st Floor, Tudor House, Le Bordage, St Peter Port, Guernsey, GY1 1DB.
Marlborough ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 38 Upper Mount Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British)
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In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Scott Truter discuss easing inflation, looming rate cuts and China's latest stimulus measures.
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 be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.
Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.
An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.
This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:
Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Marlborough International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 1st Floor, Tudor House, Le Bordage, St Peter Port, Guernsey, GY1 1DB.
IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL ICAV, 38 Upper Mount Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British)
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In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Raj Manon discuss UK growth, interest rate speculation & Asia's 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 recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.
Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.
An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.
This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:
Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Marlborough International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 1st Floor, Tudor House, Le Bordage, St Peter Port, Guernsey, GY1 1DB.
IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL ICAV, 38 Upper Mount Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British)
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In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Sarah Todino discuss earnings reports, inflation trends & economic optimism
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 be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.
Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.
An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.
This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:
Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Marlborough International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 1st Floor, Tudor House, Le Bordage, St Peter Port, Guernsey, GY1 1DB.
IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL ICAV, 38 Upper Mount Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British)
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In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Andrew Shaw discuss tech giants earnings reports, US inflation & GDP data.
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 be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.
Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.
An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.
This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:
Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Marlborough International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 1st Floor, Tudor House, Le Bordage, St Peter Port, Guernsey, GY1 1DB.
IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL ICAV, 38 Upper Mount Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British)
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In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Raj Manon discuss inflation divergence, geopolitical tensions & reporting season.
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 be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.
Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.
An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.
This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:
Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Marlborough International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 1st Floor, Tudor House, Le Bordage, St Peter Port, Guernsey, GY1 1DB.
IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL ICAV, 38 Upper Mount Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British)
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In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Scott Truter discuss US inflation, rate cut expectations & Middle East tensions.
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 be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.
Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.
An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.
This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:
Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Marlborough International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 1st Floor, Tudor House, Le Bordage, St Peter Port, Guernsey, GY1 1DB.
IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL ICAV, 38 Upper Mount Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British)
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In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Raj Manon discuss the US jobs report, economic divergence & rate cut expectations.
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 be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.
Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.
An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.
This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:
Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Marlborough International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 1st Floor, Tudor House, Le Bordage, St Peter Port, Guernsey, GY1 1DB.
IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL ICAV, 38 Upper Mount Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British)
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In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Scott Truter discuss M&A activity, inflation crossroads & solid economic backdrop.
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 be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.
Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.
An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.
This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:
Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Marlborough International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 1st Floor, Tudor House, Le Bordage, St Peter Port, Guernsey, GY1 1DB.
IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL ICAV, 38 Upper Mount Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British)
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In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Raj Manon discuss Japan's rate hike, central bank moves & 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 recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.
Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.
An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.
This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:
Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Marlborough International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 1st Floor, Tudor House, Le Bordage, St Peter Port, Guernsey, GY1 1DB.
IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL ICAV, 38 Upper Mount Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British)
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In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss US inflation data, the Bank of Japan & green shoots in China.
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 be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.
Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.
An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.
This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:
Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Marlborough International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 1st Floor, Tudor House, Le Bordage, St Peter Port, Guernsey, GY1 1DB.
IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL ICAV, 38 Upper Mount Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British)
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In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss US inflation, Trump Tariffs & Middle East tensions.
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 be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.
Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.
An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.
This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:
Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Marlborough International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 1st Floor, Tudor House, Le Bordage, St Peter Port, Guernsey, GY1 1DB.
IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL ICAV, 38 Upper Mount Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British)
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In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Raj Manon discuss tech and growth confidence, earnings strength & UK budget.
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 be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.
Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.
An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.
This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:
Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Marlborough International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 1st Floor, Tudor House, Le Bordage, St Peter Port, Guernsey, GY1 1DB.
IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL ICAV, 38 Upper Mount Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British)
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In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss central bank insights, housing trends and earnings finale.
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 be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.
Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.
An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.
This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:
Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Marlborough International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 1st Floor, Tudor House, Le Bordage, St Peter Port, Guernsey, GY1 1DB.
IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL ICAV, 38 Upper Mount Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British)
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In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss inflation insights, UK economic data, and earnings surprises.
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 be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.
Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.
An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.
This podcast is issued by Marlborough Investment Management Limited on behalf of the following entities:
Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.
Marlborough International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 1st Floor, Tudor House, Le Bordage, St Peter Port, Guernsey, GY1 1DB.
IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL ICAV, 38 Upper Mount Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British)
- Visa fler
