AFH Monday Espresso Podcast

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how the higher for longer rhetoric, rising oil price & US shutdown 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 banks pausing rate rises, the latest economic growth expectations & the rising 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 weakness in sterling, the rising oil price & interest rate 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.

In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Niall McDermott discuss how factory order data, recessionary forecasts & the 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, Raj Manon & Scott Truter discuss how Money supply falls, US jobs market & the Goldilocks scenario 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 & Raj Manon discuss how the Jackson Hole Symposium, Nvidia earnings & latest UK PMI 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 & Nathan Sweeney discuss how UK wage growth, the latest inflation data & Evergrande 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 & Nathan Sweeney discuss how talk of a US soft landing, company earnings & deflation in China 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 & Scott Truter discuss how the US debt downgrade, the US jobs report & the latest inflation 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 Bank of England, Q2 earnings & China's economic support 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.