Beach IFA Monday Espresso Podcast
Business & Finance
About
The Beach IFA 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.
Episodes
- 11/05/26: Earnings season, South Korea & US job markets
The Beach IFA Monday Espresso Podcast episode discusses earnings season, the South Korean market, and US job markets. Views are from the Multi-Asset Solutions Investment Team at the time of recording and do not constitute investment advice.
- 05/05/26: US earnings, central bank meetings & AI expenditure
The Beach IFA Monday Espresso Podcast covers US earnings, central bank meetings, and AI expenditure. The team shares their views for the week ahead, noting that this is not investment advice and capital is at risk.
- 27/04/26: S&P highs, oil price surges & AI stocks
This episode of the Monday Espresso podcast covers recent market events including S&P highs, oil price surges, and AI stocks. The Multi-Asset Solutions Investment Team shares their views, noting that this is not investment advice and perfo…
- 20/04/26: Hormuz uncertainty, market rebounds & stock swings
The Beach IFA Monday Espresso Podcast covers Hormuz uncertainty, market rebounds, and stock swings. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording and do not constitute investment advice.
- 13/04/26: Ceasefire, oil prices & US inflation data
This episode of the Beach IFA Monday Espresso podcast covers recent events such as ceasefire developments, oil price fluctuations, and US inflation data. The discussion reflects the Multi-Asset Solutions Investment Team's views at the time…
- 07/04/26: Middle East, US job numbers & interest rates
The Beach IFA Monday Espresso podcast reviews recent events concerning the Middle East and US job numbers, and discusses interest rates. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording.
- 30/03/26: Iran conflict, upcoming IPOs & UK retail sales
This episode of the Beach IFA Monday Espresso Podcast discusses the Iran conflict, upcoming IPOs, and UK retail sales, featuring views from the Multi-Asset Solutions Investment Team.
- 23/03/26: Central banks, oil volatility & Nvidia’s growth themes
The Beach IFA Monday Espresso Podcast episode covers central banks, oil volatility, and Nvidia's growth themes. The Multi-Asset Solutions Investment Team shares their views, emphasizing that this is not investment advice and capital is at…
- 16/03/26: Oil supply disruption, US inflation & the UK economy
This episode of the Beach IFA Monday Espresso podcast covers oil supply disruptions, US inflation, and the UK economy. The Multi-Asset Solutions Investment Team shares their views, emphasizing that this is not investment advice and capital…
- 09/03/26: Middle East tensions, oil surge & tech rotation
The Beach IFA Monday Espresso podcast covers Middle East tensions, a surge in oil prices, and a rotation in the tech sector. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording and do not con…
- 02/03/26: Middle East conflict, Nvidia earnings & inflation update
The Monday Espresso podcast episode reviews the Middle East conflict, Nvidia earnings, and inflation. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording and do not constitute investment advi…
- 23/02/26: US & Iran tensions, inflation rates and earning expectations
The Beach IFA Monday Espresso Podcast discusses US & Iran tensions, inflation rates, and earning expectations. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording and do not constitute invest…
- 16/02/26: Bond markets, US payroll data & Japan's election
The Beach IFA Monday Espresso podcast reviews recent market events, specifically discussing bond markets, US payroll data, and Japan's election. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of reco…
- 09/02/26: Big Tech earnings, AI momentum & macro updates
This episode of the Monday Espresso podcast discusses Big Tech earnings, AI momentum, and macro updates. The Multi-Asset Solutions Investment Team shares their views, noting that this is not investment advice and that investment values can…
- 02/02/26: Big Tech earnings, Fed chair speculation & January market moves
This episode of the Monday Espresso podcast reviews Big Tech earnings, speculation regarding the Fed chair, and January market activity. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording an…
- 02/02/26: Big Tech earnings, Fed chair speculation & January market moves
The Monday Espresso podcast covers Big Tech earnings, speculation about the Fed chair, and market movements from January. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording and do not consti…
- 26/01/26: Trump tariffs, UK inflation & US smaller companies
This episode of the Beach IFA Monday Espresso podcast covers recent events including Trump tariffs, UK inflation, and US smaller companies, offering the Multi-Asset Solutions Investment Team
- 19/01/26: Market rotations, US inflation data & AI momentum
The Beach IFA Monday Espresso Podcast covers market rotations, US inflation data, and AI momentum. The views expressed are from the Multi-Asset Solutions Investment Team and are subject to change.
- 12/01/26: US jobs data, Nvidia–Mercedes partnership & AI goes physical
This episode of the Monday Espresso podcast covers US jobs data, a Nvidia-Mercedes partnership, and the increasing physicality of AI. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording.
- 05/01/26: 2025 review, Venezuela intervention & energy outlook
This episode of the Beach IFA Monday Espresso podcast discusses a 2025 review, intervention in Venezuela, and the energy outlook. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording.
- 22/12/25: UK rate cut, mixed US data & Santa rally hopes
The Monday Espresso podcast reviews recent market events including a UK rate cut and mixed US data, while looking ahead to potential Santa rally hopes. The discussion reflects the Multi-Asset Solutions Investment Team's views at the time o…
- 15/12/25: Fed rate cut, AI investment scrutiny & tech earnings
This episode of the Monday Espresso podcast reviews the Fed rate cut, AI investment scrutiny, and tech earnings. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording and do not constitute inve…
- 08/12/25: Fed rate cut hopes, Netflix $83bn deal & US jobs update
This episode of the Monday Espresso podcast discusses the potential for Fed rate cuts, Netflix's $83 billion deal, and an update on US jobs. The speakers share their team's investment views as of the recording date.
- 01/12/25: UK Budget special
This episode of the Beach IFA Monday Espresso Podcast focuses on the UK Budget. The Multi-Asset Solutions Investment Team shares their views from the time of recording, emphasizing that this is not investment advice and that investment val…
- 24/11/25: Market rotation, AI investment focus & strong Nvidia results
This episode of the Monday Espresso podcast covers market rotation, the focus on AI investments, and strong Nvidia results. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording and do not cons…
- 17/11/25: AI bubble debate, US government shutdown & strong US earnings
The Beach IFA Monday Espresso podcast covers the AI bubble debate, a US government shutdown, and strong US earnings. The views expressed are specific to the recording time and do not constitute investment advice.
- 10/11/25: Market sell-off, UK interest rate debate & slowing China trade
This episode of the Monday Espresso podcast features discussions on the market sell-off, the UK interest rate debate, and slowing China trade. Sheldon MacDonald and Nathan Sweeney share their views as Investment Officers.
- 03/11/25: Fed rate cut, US–China tariffs & Magnificent Seven earnings
The Beach IFA Monday Espresso podcast discusses the Fed rate cut, US-China tariffs, and Magnificent Seven earnings. Investment Officers Sheldon MacDonald and Nathan Sweeney provide their perspectives.
- 27/10/25: Oil price rises, Japan’s growth agenda & Tesla earnings
In this episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss oil price increases, Japan's economic growth plans, and Tesla's financial results. The discussion reflects the views of Marlborough Investment Man…
- 20/10/25: Regional bank jitters, trade optimism & oil price shifts
Sheldon MacDonald and Nathan Sweeney of Marlborough discuss regional bank jitters, trade optimism, and oil price shifts in this episode of the Monday Espresso podcast. Their views are current as of the recording date and do not constitute…
- 13/10/25: Japan's new leadership boost, AI partnerships & earnings season
Sheldon MacDonald and Nathan Sweeney discuss Japan's leadership changes, AI partnerships, and earnings season on the Monday Espresso podcast. Their investment views are presented as of the recording date and do not constitute investment ad…
- 06/10/25: AI optimism, healthcare tariffs & US government shutdown
Sheldon MacDonald and Nathan Sweeney discuss AI optimism, healthcare tariffs, and the US government shutdown in this episode of the Monday Espresso podcast. Views are those of the investment managers at the time of recording and do not con…
- 29/09/25: Bond yields rise, US tariffs return & payrolls ahead
In this episode, Sheldon MacDonald and Nathan Sweeney of Marlborough Investment Management discuss rising bond yields, the return of US tariffs, and upcoming payroll data. Their views are current as of the recording date and do not constit…
- 22/09/25: Japan policy shift, UK food inflation & Nvidia–Intel deal
Sheldon MacDonald and Nathan Sweeney discuss recent events including Japan policy shifts, UK food inflation, and the Nvidia-Intel deal on the Monday Espresso podcast. The views are those of the investment managers at the time of recording.
- 15/09/25: Earnings update, Fed pressure & UK GDP
The Monday Espresso podcast reviews recent events including earnings updates, Federal Reserve pressure, and UK GDP. Investment managers Sheldon MacDonald and Nathan Sweeney share their views.
- 08/09/25: Bond market moves, US jobs data & Tesla’s pay proposal
The Monday Espresso podcast episode discusses the bond market, US jobs data, and Tesla’s pay proposal. Views are from Marlborough CIOs Sheldon MacDonald and Nathan Sweeney and are subject to change.
- 01/09/25: French uncertainty, Nvidia earnings & US inflation data
This episode of the Beach IFA Monday Espresso podcast covers French uncertainty, Nvidia earnings, and US inflation data. Guests Sheldon MacDonald and Nathan Sweeney share their investment views.
- 25/08/25: Jackson Hole outlook, German GDP & US consumer trends
Sheldon MacDonald and Nathan Sweeney discuss current events and future outlooks, covering the Jackson Hole economic symposium, German GDP figures, and trends in US consumer behavior.
- 18/08/25: Small-cap strength, inflation data & Trump–Putin talks
This episode of the Monday Espresso podcast features Sheldon MacDonald and Nathan Sweeney discussing recent events, including small-cap strength, inflation data, and potential Trump-Putin talks. Views are those of the investment manager at…
- 11/08/25: Rate cut fallout, Magnificent Seven shine & gold market shock
The Monday Espresso podcast covers recent market events including the effects of rate cuts, the performance of the Magnificent Seven stocks, and a significant development in the gold market. Views expressed are from Sheldon MacDonald and N…
- 04/08/25: Central bank meetings, FX markets & US job numbers
Sheldon MacDonald and Nathan Sweeney of Marlborough discuss recent central bank meetings, FX markets, and US job numbers in this episode of the Monday Espresso podcast. Their views are current as of the recording date and do not constitute…
- 28/07/25: Japan-US trade deal, earnings optimism & Fed expectations
Sheldon MacDonald and Nathan Sweeney discuss Japan-US trade deals, optimism around earnings, and Federal Reserve expectations in this episode of the Monday Espresso podcast.
- 21/07/25: Fed pressure, inflation surprises & EU tariffs
Sheldon MacDonald and Nathan Sweeney discuss recent market events including Fed pressure, inflation surprises, and EU tariffs on the Beach IFA Monday Espresso podcast. The episode provides investment views from Marlborough's Chief Investme…
- 14/07/25: Fresh Trump tariffs, Fed caution & UK growth data
Sheldon MacDonald and Nathan Sweeney discuss recent economic events including fresh Trump tariffs, Fed caution, and UK growth data in this episode of the Monday Espresso podcast.
- 07/07/25: Vietnam trade deal, inflation fears & UK bond market
This episode of the Beach IFA Monday Espresso Podcast covers the Vietnam trade deal, inflation concerns, and the UK bond market, featuring insights from Sheldon MacDonald and Nathan Sweeney of Marlborough. The discussion reflects their vie…
- 30/06/25: Easing tensions, trade deal progress & inflation data
The Beach IFA Monday Espresso podcast reviews recent events such as easing tensions, trade deal progress, and inflation data. Sheldon MacDonald and Nathan Sweeney share their investment views, noting that opinions are subject to change and…
- 23/06/25: Central bank caution, Middle East concerns & dollar resilience
Sheldon MacDonald and Nathan Sweeney discuss central bank caution, Middle East concerns, and dollar resilience in this episode of the Monday Espresso podcast. Their views are based on the time of recording and do not constitute investment…
- 16/06/25: Middle East tensions, US inflation & AI momentum
This episode of the Monday Espresso podcast discusses current events including Middle East tensions, US inflation, and AI momentum. Views are from the time of recording and not investment advice.
- 09/06/25: Musk–Trump clash, tariff talk & rate cut caution
The Monday Espresso podcast reviews current events including the Musk-Trump situation, discusses tariff policies, and expresses caution regarding interest rate cuts. Sheldon MacDonald and Nathan Sweeney share their investment views.
- 02/06/25: Market rebound, trade updates & Nvidia’s AI push
Sheldon MacDonald and Nathan Sweeney discuss market rebound, trade updates, and Nvidia's AI push on the Beach IFA Monday Espresso podcast. Investment views are specific to the time of recording and not investment advice.