Personal Wealth Management Monday Espresso Podcast
Business & Finance
About
The Personal 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 Monday Espresso podcast covers earnings season, South Korea, and US job markets. The views expressed are those of 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 Monday Espresso podcast covers recent US earnings, central bank meetings, and AI expenditure. Views are those of the Multi-Asset Solutions Investment Team at the time of recording and do not constitute investment advice.
- 27/04/26: S&P highs, oil price surges & AI stocks
This episode of the Personal Wealth Management Monday Espresso Podcast discusses recent market events, including S&P highs, oil price surges, and AI stocks. The Multi-Asset Solutions Investment Team provides their views, emphasizing that t…
- 20/04/26: Hormuz uncertainty, market rebounds & stock swings
The Monday Espresso podcast covers Hormuz uncertainty, market rebounds, and stock swings. Views are from Marlborough's Multi-Asset Solutions Investment Team and are subject to change.
- 13/04/26: Ceasefire, oil prices & US inflation data
This episode of the Monday Espresso podcast covers the ceasefire, oil prices, and US inflation data. The Multi-Asset Solutions Investment Team provides their views, noting that this is not investment advice and is subject to change.
- 07/04/26: Middle East, US job numbers & interest rates
The Monday Espresso podcast episode covers recent events concerning the Middle East, US job numbers, and interest rates. The discussion reflects the Multi-Asset Solutions Investment Team's views at the time of recording.
- 30/03/26: Iran conflict, upcoming IPOs & UK retail sales
This episode of the Monday Espresso podcast discusses the Iran conflict, upcoming IPOs, and UK retail sales, reflecting the Multi-Asset Solutions Investment Team's views at the time of recording. It includes standard investment risk discla…
- 23/03/26: Central banks, oil volatility & Nvidia’s growth themes
The Monday Espresso podcast covers recent events such as central banks, oil volatility, and Nvidia’s growth themes. The investment team shares their views for the week ahead, emphasizing that this is not investment advice and capital is at…
- 16/03/26: Oil supply disruption, US inflation & the UK economy
The Monday Espresso podcast episode discusses oil supply disruption, US inflation, and the UK economy. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording and do not constitute investment adv…
- 09/03/26: Middle East tensions, oil surge & tech rotation
This episode of the Personal Wealth Management Monday Espresso Podcast discusses Middle East tensions, oil price surges, and a tech stock rotation. The Multi-Asset Solutions Investment Team shares their views as of the recording date.
- 02/03/26: Middle East conflict, Nvidia earnings & inflation update
This episode of the Monday Espresso podcast covers the Middle East conflict, Nvidia earnings, and an update on inflation, presenting the Multi-Asset Solutions Investment Team's views.
- 23/02/26: US & Iran tensions, inflation rates and earning expectations
This episode of the Monday Espresso podcast covers recent US & Iran tensions, inflation rates, and earning expectations. The Multi-Asset Solutions Investment Team provides their views, noting that this is not investment advice and is subje…
- 16/02/26: Bond markets, US payroll data & Japan's election
The Monday Espresso podcast discusses recent bond market activity, US payroll data, and Japan's election. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording and do not constitute investment…
- 09/02/26: Big Tech earnings, AI momentum & macro updates
The Personal Wealth Management Monday Espresso Podcast covers Big Tech earnings, AI momentum, and macro updates. The team shares their views, noting that these are subject to change and not investment advice.
- 02/02/26: Big Tech earnings, Fed chair speculation & January market moves
The Monday Espresso podcast covers Big Tech earnings, Federal Reserve chair speculation, and market activity from January. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording and are subject…
- 26/01/26: Trump tariffs, UK inflation & US smaller companies
This episode of the Personal Wealth Management Monday Espresso Podcast covers recent events including Trump tariffs, UK inflation, and US smaller companies, reflecting the investment team's perspectives at the time of recording.
- 19/01/26: Market rotations, US inflation data & AI momentum
The Monday Espresso podcast episode covers market rotations, US inflation data, and AI momentum. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording and do not constitute investment advice.
- 19/01/26: Market rotations, US inflation data & AI momentum
The Monday Espresso podcast reviews market rotations, US inflation data, and AI momentum. The views expressed are from the Multi-Asset Solutions Investment Team at the time of recording and do not constitute investment advice.
- 12/01/26: US jobs data, Nvidia–Mercedes partnership & AI goes physical
The Monday Espresso podcast covers US jobs data, a new partnership between Nvidia and Mercedes, and the increasing role of AI in physical applications. The views are from the Multi-Asset Solutions Investment Team at the time of recording a…
- 05/01/26: 2025 review, Venezuela intervention & energy outlook
This episode of the Monday Espresso podcast reviews 2025 events, discusses Venezuela intervention, and analyzes the energy outlook. The team's views are presented as of the recording date and do not constitute investment advice.
- 22/12/25: UK rate cut, mixed US data & Santa rally hopes
The Monday Espresso podcast reviews recent financial events, including a UK rate cut and mixed US economic data, while considering the possibility of a Santa rally. The views expressed are those of the Multi-Asset Solutions Investment Team…
- 15/12/25: Fed rate cut, AI investment scrutiny & tech earnings
This episode of the Monday Espresso podcast covers the Fed rate cut, scrutiny of AI investments, and tech earnings. The opinions expressed reflect the Multi-Asset Solutions Investment Team's views at the time of recording.
- 08/12/25: Fed rate cut hopes, Netflix $83bn deal & US jobs update
The Monday Espresso podcast covers the Fed rate cut hopes, Netflix's $83bn deal, and the latest US jobs update. This content reflects the Multi-Asset Solutions Investment Team's views at the time of recording and is not investment advice.
- 01/12/25: UK Budget special
This episode of the Monday Espresso podcast covers the UK Budget special, presenting the Multi-Asset Solutions Investment Team's views on recent events and the week ahead. The content is for informational purposes only and does not constit…
- 24/11/25: Market rotation, AI investment focus & strong Nvidia results
The Monday Espresso podcast covers market rotation, AI investment, and strong Nvidia results. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording and are subject to change.
- 17/11/25: AI bubble debate, US government shutdown & strong US earnings
This episode of the Monday Espresso podcast discusses the AI bubble, a potential US government shutdown, and strong US earnings. The Multi-Asset Solutions Investment Team shares their views, noting that this is not investment advice and pa…
- 10/11/25: Market sell-off, UK interest rate debate & slowing China trade
The Monday Espresso podcast discusses recent market events including a sell-off, the UK interest rate debate, and slowing China trade. Sheldon MacDonald and Nathan Sweeney, Chief Investment Officers at Marlborough, share their views.
- 03/11/25: Fed rate cut, US–China tariffs & Magnificent Seven earnings
The Monday Espresso podcast episode covers the Fed rate cut, US-China tariffs, and Magnificent Seven earnings. Investment views are from Marlborough's CIOs Sheldon MacDonald and Nathan Sweeney, not constituting investment advice.
- 27/10/25: Oil price rises, Japan’s growth agenda & Tesla earnings
This episode of the Monday Espresso podcast discusses oil price rises, Japan
- 20/10/25: Regional bank jitters, trade optimism & oil price shifts
Sheldon MacDonald and Nathan Sweeney of Marlborough discuss recent regional bank jitters, trade optimism, and oil price shifts. Their opinions are current as of the recording date and do not constitute investment advice.
- 13/10/25: Japan's new leadership boost, AI partnerships & earnings season
The Monday Espresso podcast episode discusses Japan's leadership changes, AI collaborations, and the earnings season. Investment managers Sheldon MacDonald and Nathan Sweeney share their views.
- 06/10/25: AI optimism, healthcare tariffs & US government shutdown
This episode of the Monday Espresso podcast features Sheldon MacDonald and Nathan Sweeney discussing AI optimism, healthcare tariffs, and the US government shutdown. Their investment views are presented as of the recording date and do not…
- 29/09/25: Bond yields rise, US tariffs return & payrolls ahead
The Monday Espresso podcast episode covers rising bond yields, the return of US tariffs, and upcoming payroll data. Investment managers Sheldon MacDonald and Nathan Sweeney offer their perspectives on these market events.
- 22/09/25: Japan policy shift, UK food inflation & Nvidia–Intel deal
This episode of the Personal Wealth Management Monday Espresso Podcast covers Japan's policy shift, UK food inflation, and the Nvidia-Intel deal. Sheldon MacDonald and Nathan Sweeney provide their investment views.
- 15/09/25: Earnings update, Fed pressure & UK GDP
The Personal Wealth Management Monday Espresso Podcast episode covers recent earnings updates, Federal Reserve pressure, and UK GDP figures. Investment managers Sheldon MacDonald and Nathan Sweeney share their views, noting that the conten…
- 08/09/25: Bond market moves, US jobs data & Tesla’s pay proposal
This episode of the Personal Wealth Management Monday Espresso Podcast covers bond market moves, US jobs data, and Tesla's pay proposal. Investment managers Sheldon MacDonald and Nathan Sweeney share their views.
- 01/09/25: French uncertainty, Nvidia earnings & US inflation data
Sheldon MacDonald and Nathan Sweeney discuss French uncertainty, Nvidia earnings, and US inflation data in this episode of the Monday Espresso podcast. The views expressed are those of the investment managers at the time of recording and d…
- 25/08/25: Jackson Hole outlook, German GDP & US consumer trends
The Monday Espresso podcast covers the Jackson Hole outlook, German GDP, and US consumer trends. Investment views are provided by Sheldon MacDonald and Nathan Sweeney of Marlborough Investment Management.
- 18/08/25: Small-cap strength, inflation data & Trump–Putin talks
The Monday Espresso podcast covers recent events such as small-cap strength, inflation data, and Trump-Putin talks. Sheldon MacDonald and Nathan Sweeney share their investment opinions, noting that capital is at risk and past performance i…
- 11/08/25: Rate cut fallout, Magnificent Seven shine & gold market shock
Sheldon MacDonald and Nathan Sweeney of Marlborough discuss the impact of rate cuts, the performance of the Magnificent Seven stocks, and developments in the gold market on this episode of the Monday Espresso podcast. Their opinions are th…
- 04/08/25: Central bank meetings, FX markets & US job numbers
Sheldon MacDonald and Nathan Sweeney discuss recent central bank meetings, FX markets, and US job numbers on the Monday Espresso podcast. Their views reflect the time of recording and are not investment advice.
- 28/07/25: Japan-US trade deal, earnings optimism & Fed expectations
The Monday Espresso podcast episode covers the Japan-US trade deal, earnings optimism, and Federal Reserve expectations. Sheldon MacDonald and Nathan Sweeney provide their views.
- 21/07/25: Fed pressure, inflation surprises & EU tariffs
This episode of the Monday Espresso podcast covers Fed pressure, inflation surprises, and EU tariffs. Sheldon MacDonald, CIO of Marlborough, and Nathan Sweeney, CIO of Marlborough Multi-Asset funds, share their views.
- 14/07/25: Fresh Trump tariffs, Fed caution & UK growth data
Sheldon MacDonald and Nathan Sweeney discuss recent events like Fresh Trump tariffs, Fed caution, and UK growth data. They also look ahead to the week in this episode of the Personal Wealth Management Monday Espresso Podcast.
- 07/07/25: Vietnam trade deal, inflation fears & UK bond market
This episode of the Monday Espresso podcast covers the Vietnam trade deal, inflation fears, and the UK bond market, with insights from Sheldon MacDonald and Nathan Sweeney.
- 30/06/25: Easing tensions, trade deal progress & inflation data
Sheldon MacDonald and Nathan Sweeney of Marlborough discuss easing tensions, trade deal progress, and inflation data. Their opinions are specific to the time of recording and do not constitute investment advice.
- 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, offering their investment views.
- 16/06/25: Middle East tensions, US inflation & AI momentum
The Monday Espresso podcast covers Middle East tensions, US inflation, and AI momentum, featuring insights from Sheldon MacDonald and Nathan Sweeney, Chief Investment Officers at Marlborough.
- 09/06/25: Musk–Trump clash, tariff talk & rate cut caution
The Monday Espresso podcast episode covers the Musk-Trump clash, tariff discussions, and a cautious outlook on rate cuts, with views from Marlborough's Chief Investment Officers Sheldon MacDonald and Nathan Sweeney.
- 02/06/25: Market rebound, trade updates & Nvidia’s AI push
The Monday Espresso podcast episode covers a market rebound, trade updates, and Nvidia's AI initiatives. Sheldon MacDonald and Nathan Sweeney share their investment views, emphasizing that opinions are correct at the time of recording and…