Marlborough Monday Espresso Podcast

Dec 09 2024 159 ep. 5 mins 1
Marlborough Monday Espresso Podcast artwork

Sheldon Macdonald and Nathan Sweeney talk about the topics driving the markets in their weekly Monday update.

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09/12/24: US employment data, political uncertainty & Asia

Dec 09 2024 5 mins  
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Alex King discuss US employment data, political uncertainty & Asia.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

02/12/24: US tariffs, Eurozone inflation & consumer spending

Dec 02 2024 6 mins  
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss US tariffs, Eurozone inflation & consumer spending.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 no

25/11/24: NVIDIA's earnings, inflation trends & interest rate outlook

Nov 25 2024 5 mins  
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Edward Kennedy discuss NVIDIA's earnings, inflation trends & interest rate outlook.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 an

18/11/24: US inflation, Trump staff nominations & UK GDP slowdown

Nov 18 2024 5 mins  
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss US inflation, Trump staff nominations & UK GDP slowdown.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 shou

11/11/24: US election, interest rate cuts & China’s growth challenges

Nov 11 2024 7 mins  
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Scott Truter discuss the US election, interest rate cuts and China’s growth challenges.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

04/11/24: UK budget, US election and China committee meetings

Nov 04 2024 7 mins  
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss UK budget, US election and China committee meetings.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

28/10/24: US political shifts, UK debt concerns & infrastructure outlook

Oct 28 2024 6 mins  
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Alex King discuss US political shifts, UK debt concerns & infrastructure outlook.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 a

21/10/24: Falling inflation, central bank moves & China's economic outlook

Oct 21 2024 6 mins  
In this week's episode of the Monday Espresso podcast, Scott Truter and Sarah Todino discuss falling inflation, central bank moves & China's economic outlook.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 a

14/10/24: China's outlook, UK GDP growth and inflation trends

Oct 14 2024 4 mins  
In this week's episode of the Monday Espresso podcast, Scott Truter and Alex King discuss China's outlook, UK GDP growth and inflation trends.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 con

07/10/24: Middle East conflict, Eurozone inflation & employment rates

Oct 07 2024 6 mins  
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss Middle East conflict, Eurozone inflation & employment rates.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