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16/10/23: Geopolitical outlook, US inflation & Q3 earnings update

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Manage episode 379953852 series 3363588
内容由Marlborough提供。所有播客内容(包括剧集、图形和播客描述)均由 Marlborough 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how the geopolitical outlook, US inflation & Q3 earnings updates 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 PO BOX 1852 Lichfield, Staffordshire, England, WS13 8XU 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

129集单集

Artwork
icon分享
 
Manage episode 379953852 series 3363588
内容由Marlborough提供。所有播客内容(包括剧集、图形和播客描述)均由 Marlborough 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how the geopolitical outlook, US inflation & Q3 earnings updates 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 PO BOX 1852 Lichfield, Staffordshire, England, WS13 8XU 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

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