17/07/23: Inflation figures, weakness in USD & Q2 earnings

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how inflation figures, weakness in the US dollar & Q2 earnings 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.