AFH Monday Espresso Podcast

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how interest rate expectations, the oil price & US jobs report have impacted equity and fixed income funds.

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.

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 is the trading name of Marlborough Investment Management Limited.

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how the Global inflation figures, the Fed monetary policy & oil prices have impacted equity and fixed income funds.

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.

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 is the trading name of Marlborough Investment Management Limited.

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how the UK PMI, Autumn Statement & end of US company earnings have impacted equity and fixed income funds.

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.

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 is the trading name of Marlborough Investment Management Limited.

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how UK market confidence, Chinese stimulation & Black Friday have impacted equity and fixed income funds.

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.

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 is the trading name of Marlborough Investment Management Limited.

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how improving sentiment, mixed messages & the falling oil price have impacted equity and fixed income funds.

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.

Marlborough Investment Management Limited. is registered in England and Wales at PO BOX 1852 Lichfield, Staffordshire, England, WS13 8XU with company no. 10947598.  

Marlborough Investment Management Limited. is regulated by the Financial Conduct Authority with FCA Reference no. 115231.

Marlborough is the trading name of Marlborough Investment Management Limited.

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how central bank meetings, the bond market & solid company earnings have impacted equity and fixed income funds.

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.

Marlborough Investment Management Limited. is registered in England and Wales at PO BOX 1852 Lichfield, Staffordshire, England, WS13 8XU with company no. 10947598.  

Marlborough Investment Management Limited. is regulated by the Financial Conduct Authority with FCA Reference no. 115231.

Marlborough is the trading name of Marlborough Investment Management Limited.

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how the interest rate outlook, China implementing stimulus & Q3 earnings have impacted equity and fixed income funds.

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.

Marlborough Investment Management Limited. is registered in England and Wales at PO BOX 1852 Lichfield, Staffordshire, England, WS13 8XU with company no. 10947598.  

Marlborough Investment Management Limited. is regulated by the Financial Conduct Authority with FCA Reference no. 115231.

Marlborough is the trading name of Marlborough Investment Management Limited.

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how mixed messages, the US bond market & China's latest economic data have impacted equity and fixed income funds.

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.

Marlborough Investment Management Limited. is registered in England and Wales at PO BOX 1852 Lichfield, Staffordshire, England, WS13 8XU with company no. 10947598.  

Marlborough Investment Management Limited. is regulated by the Financial Conduct Authority with FCA Reference no. 115231.

Marlborough is the trading name of Marlborough Investment Management Limited.

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how the geopolitical outlook, US inflation & Q3 earnings updates have impacted equity and fixed income funds.

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.

Marlborough Investment Management Limited. is registered in England and Wales at PO BOX 1852 Lichfield, Staffordshire, England, WS13 8XU with company no. 10947598.  

Marlborough Investment Management Limited. is regulated by the Financial Conduct Authority with FCA Reference no. 115231.

Marlborough is the trading name of Marlborough Investment Management Limited.

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Scott Truter discuss how strong US jobs data, last week's bond sell-off & Q3 earning expectations have impacted equity and fixed income funds.

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.

Marlborough Investment Management Limited. is registered in England and Wales at PO BOX 1852 Lichfield, Staffordshire, England, WS13 8XU with company no. 10947598.  

Marlborough Investment Management Limited. is regulated by the Financial Conduct Authority with FCA Reference no. 115231.

Marlborough is the trading name of Marlborough Investment Management Limited.