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AFH Monday Espresso Podcast
AFH Monday Espresso Podcast episodes
- 24/11/25: Market rotation, AI investment focus & strong Nvidia results
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.
These are the Multi-Asset Solutions Investment Team'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.
6 min - 17/11/25: AI bubble debate, US government shutdown & strong US earnings
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.
These are the Multi-Asset Solutions Investment Team'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.
9 min - 10/11/25: Market sell-off, UK interest rate debate & slowing China trade
In this week's episode of the Monday Espresso podcast, the team 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 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.
8 min - 03/11/25: Fed rate cut, US–China tariffs & Magnificent Seven earnings
In this week's episode of the Monday Espresso podcast, the team 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 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.
8 min - 27/10/25: Oil price rises, Japan’s growth agenda & Tesla earnings
In this week's episode of the Monday Espresso podcast, the team 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 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.
7 min - 20/10/25: Regional bank jitters, trade optimism & oil price shifts
In this week's episode of the Monday Espresso podcast, the team 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 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.
6 min - 13/10/25: Japan's new leadership boost, AI partnerships & earnings season
In this week's episode of the Monday Espresso podcast, the team 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 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.
8 min - 06/10/25: AI optimism, healthcare tariffs & US government shutdown
In this week's episode of the Monday Espresso podcast, the team 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 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.
6 min - 29/09/25: Bond yields rise, US tariffs return & payrolls ahead
In this week's episode of the Monday Espresso podcast, the team 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 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.
8 min - 22/09/25: Japan policy shift, UK food inflation & Nvidia–Intel deal
In this week's episode of the Monday Espresso podcast, the team 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 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.
9 min
About AFH Monday Espresso Podcast
From the publisher's feed
The AFH Wealth Management Monday Espresso is your essential five-minute investment briefing, equipping you with everything you need to know for the week ahead. Marlborough's Multi-Asset Solutions…
Investment Team summarise market events over the past seven days and preview the key events in the week ahead, while also sharing their expert insights.