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11/12/23: Interest rate expectations, oil prices & US jobs report

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Manage episode 388901299 series 3363588
Innhold levert av Marlborough. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Marlborough eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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.

  continue reading

135 episoder

Artwork
iconDel
 
Manage episode 388901299 series 3363588
Innhold levert av Marlborough. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Marlborough eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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.

  continue reading

135 episoder

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