Beaufort Wealth Management Monday Espresso Podcast
Business & Finance
About
The Beaufort 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.
Episodes
- 11/05/26: Earnings season, South Korea & US job markets
The Beaufort Wealth Management Monday Espresso podcast covers earnings season, South Korea, and US job markets. The Multi-Asset Solutions Investment Team shares their views, noting that this is not investment advice and past performance is…
- 05/05/26: US earnings, central bank meetings & AI expenditure
This episode of the Beaufort Wealth Management Monday Espresso podcast covers US earnings, central bank meetings, and AI expenditure. The Multi-Asset Solutions Investment Team shares their views, noting that this is not investment advice a…
- 27/04/26: S&P highs, oil price surges & AI stocks
The Beaufort Wealth Management Monday Espresso podcast covers recent market events including S&P highs, oil price surges, and AI stocks. The team shares their investment views, noting that these are subject to change and not investment adv…
- 20/04/26: Hormuz uncertainty, market rebounds & stock swings
The Monday Espresso podcast episode discusses Hormuz uncertainty, market rebounds, and stock swings. Views are from the Multi-Asset Solutions Investment Team and are subject to change.
- 13/04/26: Ceasefire, oil prices & US inflation data
This episode of the Beaufort Wealth Management Monday Espresso podcast covers ceasefire developments, oil prices, and US inflation data. The Multi-Asset Solutions Investment Team shares their views, emphasizing that this is not investment…
- 07/04/26: Middle East, US job numbers & interest rates
The Beaufort Wealth Management Monday Espresso podcast covers the Middle East, US job numbers, and interest rates, presenting the Multi-Asset Solutions Investment Team's views at the time of recording.
- 30/03/26: Iran conflict, upcoming IPOs & UK retail sales
The Monday Espresso podcast covers the Iran conflict, upcoming IPOs, and UK retail sales. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording and do not constitute investment advice.
- 23/03/26: Central banks, oil volatility & Nvidia’s growth themes
The Monday Espresso podcast from Beaufort Wealth Management covers central banks, oil volatility, and Nvidia's growth themes. The team discusses recent events and the week ahead, providing their investment views at the time of recording.
- 16/03/26: Oil supply disruption, US inflation & the UK economy
This episode of the Beaufort Wealth Management Monday Espresso podcast covers oil supply disruptions, US inflation, and the UK economy. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording.
- 09/03/26: Middle East tensions, oil surge & tech rotation
This episode of the Beaufort Wealth Management Monday Espresso podcast covers recent events including Middle East tensions, an oil surge, and a tech rotation. The team shares their investment views as of the recording date.
- 02/03/26: Middle East conflict, Nvidia earnings & inflation update
This episode of the Beaufort Wealth Management Monday Espresso podcast covers the Middle East conflict, Nvidia earnings, and an inflation update, featuring the Multi-Asset Solutions Investment Team's views.
- 23/02/26: US & Iran tensions, inflation rates and earning expectations
This episode of the Beaufort Wealth Management Monday Espresso podcast covers US and Iran tensions, inflation rates, and earning expectations. The content reflects the views of the Multi-Asset Solutions Investment Team at the time of recor…
- 16/02/26: Bond markets, US payroll data & Japan's election
This episode of the Beaufort Wealth Management Monday Espresso podcast reviews bond markets, US payroll data, and Japan's election. The Multi-Asset Solutions Investment Team shares their views, noting that investment values can fluctuate a…
- 09/02/26: Big Tech earnings, AI momentum & macro updates
The Monday Espresso podcast reviews Big Tech earnings, AI momentum, and macro economic updates. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording and do not constitute investment advice.
- 02/02/26: Big Tech earnings, Fed chair speculation & January market moves
The Beaufort Wealth Management Monday Espresso podcast discusses Big Tech earnings, speculation surrounding the Fed chair, and January market activity. The views expressed are those of the Multi-Asset Solutions Investment Team at the time…
- 26/01/26: Trump tariffs, UK inflation & US smaller companies
This episode of the Beaufort Wealth Management Monday Espresso podcast discusses Trump tariffs, UK inflation, and US smaller companies. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording and…
- 19/01/26: Market rotations, US inflation data & AI momentum
The Beaufort Wealth Management Monday Espresso podcast reviews market rotations, US inflation data, and AI momentum. The team shares their investment views, emphasizing that these opinions are subject to change and do not constitute invest…
- 12/01/26: US jobs data, Nvidia–Mercedes partnership & AI goes physical
This episode of the Beaufort Wealth Management Monday Espresso podcast covers US jobs data, a new partnership between Nvidia and Mercedes, and the increasing physical presence of AI. The discussion reflects the Multi-Asset Solutions Invest…
- 05/01/26: 2025 review, Venezuela intervention & energy outlook
The Beaufort Wealth Management Monday Espresso podcast reviews 2025 events, discusses Venezuela, and analyzes the energy outlook. The opinions expressed are those of the Multi-Asset Solutions Investment Team at the time of recording and do…
- 22/12/25: UK rate cut, mixed US data & Santa rally hopes
The Beaufort Wealth Management Monday Espresso podcast reviews recent UK rate cut news, mixed US economic data, and discusses potential Santa rally hopes for the upcoming week. The team shares their investment views, clarifying that it is…
- 15/12/25: Fed rate cut, AI investment scrutiny & tech earnings
The Beaufort Wealth Management Monday Espresso podcast covers the Fed rate cut, AI investment scrutiny, and tech earnings. Views are from the Multi-Asset Solutions Investment Team and may change.
- 08/12/25: Fed rate cut hopes, Netflix $83bn deal & US jobs update
This episode of Beaufort Wealth Management's Monday Espresso podcast covers Fed rate cut expectations, Netflix's significant deal, and an update on US jobs. The team shares their investment views, noting that capital is at risk and past pe…
- 01/12/25: UK Budget special
The Beaufort Wealth Management Monday Espresso Podcast covers the UK Budget special. The Multi-Asset Solutions Investment Team shares their views on recent events and the week ahead, noting that their opinions are subject to change and do…
- 24/11/25: Market rotation, AI investment focus & strong Nvidia results
This episode of the Monday Espresso podcast discusses market rotation, AI investment strategies, and recent strong results from Nvidia. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording.
- 17/11/25: AI bubble debate, US government shutdown & strong US earnings
This episode of the Beaufort Wealth Management Monday Espresso podcast discusses the AI bubble debate, the US government shutdown, and strong US earnings. The views expressed are those of the Multi-Asset Solutions Investment Team at the ti…
- 10/11/25: Market sell-off, UK interest rate debate & slowing China trade
The Monday Espresso podcast episode from 10/11/25 covers a market sell-off, the UK interest rate debate, and slowing China trade. Investment Officers Sheldon MacDonald and Nathan Sweeney share their views.
- 03/11/25: Fed rate cut, US–China tariffs & Magnificent Seven earnings
The Monday Espresso podcast from Beaufort Wealth Management covers the Fed rate cut, US-China tariffs, and earnings from the Magnificent Seven. Investment professionals Sheldon MacDonald and Nathan Sweeney share their views.
- 27/10/25: Oil price rises, Japan’s growth agenda & Tesla earnings
The Beaufort Wealth Management Monday Espresso podcast covers oil price increases, Japan's economic growth plans, and Tesla's financial results. The episode features insights from investment officers Sheldon MacDonald and Nathan Sweeney.
- 20/10/25: Regional bank jitters, trade optimism & oil price shifts
Sheldon MacDonald and Nathan Sweeney discuss regional bank jitters, trade optimism, and oil price shifts. Their views are those of Marlborough Investment Management and should not be construed as investment advice.
- 13/10/25: Japan's new leadership boost, AI partnerships & earnings season
This episode of the Beaufort Wealth Management Monday Espresso Podcast discusses Japan's new leadership, AI partnerships, and the ongoing earnings season. Views are from Marlborough Investment Management and do not constitute investment ad…
- 06/10/25: AI optimism, healthcare tariffs & US government shutdown
This episode of the Beaufort Wealth Management Monday Espresso Podcast covers AI optimism, healthcare tariffs, and the US government shutdown. Guests Sheldon MacDonald and Nathan Sweeney, Chief Investment Officers at Marlborough, share the…
- 29/09/25: Bond yields rise, US tariffs return & payrolls ahead
This episode of the Monday Espresso podcast from Beaufort Wealth Management discusses rising bond yields, the return of US tariffs, and upcoming payroll data. The discussion features Sheldon MacDonald and Nathan Sweeney.
- 22/09/25: Japan policy shift, UK food inflation & Nvidia–Intel deal
This episode of the Beaufort Wealth Management Monday Espresso podcast discusses Japan's policy shift, UK food inflation, and the Nvidia–Intel deal. Insights are provided by Sheldon MacDonald and Nathan Sweeney.
- 15/09/25: Earnings update, Fed pressure & UK GDP
Sheldon MacDonald and Nathan Sweeney discuss recent earnings updates, Federal Reserve pressure, and UK GDP on the Beaufort Wealth Management Monday Espresso podcast.
- 08/09/25: Bond market moves, US jobs data & Tesla’s pay proposal
This episode of the Beaufort Wealth Management Monday Espresso podcast discusses recent market events including bond market moves and US jobs data, alongside a review of Tesla