In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Scott Truter review 2023 and discuss their outlook for 2024.

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 entity:

IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland.

In this week's episode of the Monday Espresso podcast, Nathan Sweeney discusses how inflation figures, interest rates and smaller company performance 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.

IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland.

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.

Issued by Marlborough Investment Management Limited (authorised and regulated by the Financial Conduct Authority) on behalf of IFSL ICAV (authorised and regulated by the Central Bank of Ireland). IFSL ICAV is managed by TMF Fund Management (Ireland) Limited (authorised and regulated by the Central Bank of Ireland).

IFSL ICAV is registered under the laws of Ireland with registered number C186352 as an Irish Collective Asset-management Vehicle which is constituted as an open-ended umbrella UCITS fund with segregated liability between sub-funds.

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland

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.

Issued by Marlborough Investment Management Limited (authorised and regulated by the Financial Conduct Authority) on behalf of IFSL ICAV (authorised and regulated by the Central Bank of Ireland). IFSL ICAV is managed by TMF Fund Management (Ireland) Limited (authorised and regulated by the Central Bank of Ireland).

IFSL ICAV is registered under the laws of Ireland with registered number C186352 as an Irish Collective Asset-management Vehicle which is constituted as an open-ended umbrella UCITS fund with segregated liability between sub-funds.

Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British) and Martin Ratcliffe (British)

Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland