20/11/23: UK market confidence, Chinese stimulation & Black Friday

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss how UK market confidence, Chinese stimulation & Black Friday 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.Issued by Marlborough Investment Management Limited (authorised and regulated by the Financial Conduct Authority) on behalf of IFSL ICAV (authorised and regulated by the Central Bank of Ireland). IFSL ICAV is managed by TMF Fund Management (Ireland) Limited (authorised and regulated by the Central Bank of Ireland).IFSL ICAV is registered under the laws of Ireland with registered number C186352 as an Irish Collective Asset-management Vehicle which is constituted as an open-ended umbrella UCITS fund with segregated liability between sub-funds.Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British) and Martin Ratcliffe (British)Registered office: IFSL ICAV, Mill House, Millbrook, Naas, County Kildare W91 DYY6, Ireland