AFH Monday Espresso Podcast

AFH Monday Espresso Podcast

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AFH Monday Espresso Podcast episodes

  • 28/04/25: Tariff optimism, trade talks & big tech 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
  • 21/04/25: Japan, Semiconductors & Chinese supercomputers

    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
  • 14/04/25: The basis trade, tariff rollback & inflation data

    In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey 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.

    12 min
  • 07/04/25: Tariff impact, market reactions & global response

    In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Rory Dowie 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
  • 31/03/25: Growth outlook, bond markets & tariff updates

    In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey 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
  • 24/03/25: Central bank moves, tariff uncertainty & market expectations

    In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey 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
  • 17/03/25: US market sell-off, tariff concerns & inflation trends

    In this week's episode of the Monday Espresso podcast, Edward Kennedy and Rory Dowie 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
  • 10/03/25: AI market shifts, Trump's tariffs & Europe’s resilience

    In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Rory Dowie 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
  • 03/03/25: Nvidia, Fed signals & China’s economic shifts

    In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Rory Dowie 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
  • 24/02/25: China tech rally, UK inflation & Alibaba’s resurgence

    In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Rory Dowie 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.

    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.

    7 min

About AFH Monday Espresso Podcast

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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…