PODCAST · business
Carrick Espresso Podcast
by Marlborough Group
The Carrick 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.
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132
29/06/26: US rate hikes, tech trades & emerging markets
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.These are the Multi-Asset Solutions Investment Team'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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), and Danny Knight (British).
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131
22/06/26: Iran deal, central banks & Starmer resignation
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.These are the Multi-Asset Solutions Investment Team'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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), and Danny Knight (British).
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130
15/06/26: Iran peace deal, ECB rate hike & record SpaceX IPO
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.These are the Multi-Asset Solutions Investment Team'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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), and Danny Knight (British).
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129
08/06/26: SpaceX IPO special
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.These are the Multi-Asset Solutions Investment Team'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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), and Danny Knight (British).
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128
01/06/26: Iran deal, Micron Technology & UK growth data
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.These are the Multi-Asset Solutions Investment Team'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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), and Danny Knight (British).
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127
26/05/26: Earnings season ending, NVIDIA results & positive global markets
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.These are the Multi-Asset Solutions Investment Team'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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), and Danny Knight (British).
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126
18/05/26: Record breaking weeks, Labour leadership & Beijing summit
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.These are the Multi-Asset Solutions Investment Team'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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), and Danny Knight (British).
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125
11/05/26: Earnings season, South Korea & US job markets
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.These are the Multi-Asset Solutions Investment Team'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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), and Danny Knight (British).
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124
05/05/26: US earnings, central bank meetings & AI expenditure
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.These are the Multi-Asset Solutions Investment Team'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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), and Danny Knight (British).
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123
20/04/26: Hormuz uncertainty, market rebounds & stock swings
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.These are the Multi-Asset Solutions Investment Team'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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), and Danny Knight (British).
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122
13/04/26: Ceasefire, oil prices & US inflation data
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.These are the Multi-Asset Solutions Investment Team'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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), and Danny Knight (British).
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121
07/04/26: Middle East, US job numbers & interest rates
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.These are the Multi-Asset Solutions Investment Team'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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), and Danny Knight (British).
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120
30/03/26: Iran conflict, upcoming IPOs & UK retail sales
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.These are the Multi-Asset Solutions Investment Team'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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), and Danny Knight (British).
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119
23/03/26: Central banks, oil volatility & Nvidia’s growth themes
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.These are the Multi-Asset Solutions Investment Team'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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), and Danny Knight (British).
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118
16/03/26: Oil supply disruption, US inflation & the UK economy
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.These are the Multi-Asset Solutions Investment Team'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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), and Danny Knight (British).
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117
09/03/26: Middle East tensions, oil surge & tech rotation
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.These are the Multi-Asset Solutions Investment Team'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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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116
02/03/26: Middle East conflict, Nvidia earnings & inflation update
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.These are the Multi-Asset Solutions Investment Team'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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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115
23/02/26: US & Iran tensions, inflation rates and earning expectations
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.These are the Multi-Asset Solutions Investment Team'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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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114
16/02/26: Bond markets, US payroll data & Japan's election
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.These are the Multi-Asset Solutions Investment Team'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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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113
09/02/26: Big Tech earnings, AI momentum & macro updates
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.These are the Multi-Asset Solutions Investment Team'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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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112
02/02/26: Big Tech earnings, Fed chair speculation & January market moves
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.These are the Multi-Asset Solutions Investment Team'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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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111
26/01/26: Trump tariffs, UK inflation & US smaller companies
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.These are the Multi-Asset Solutions Investment Team'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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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110
19/01/26: Market rotations, US inflation data & AI momentum
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.These are the Multi-Asset Solutions Investment Team'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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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109
12/01/26: US jobs data, Nvidia–Mercedes partnership & AI goes physical
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.These are the Multi-Asset Solutions Investment Team'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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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108
05/01/26: 2025 review, Venezuela intervention & energy outlook
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.These are the Multi-Asset Solutions Investment Team'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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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107
22/12/25: UK rate cut, mixed US data & Santa rally hopes
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.These are the Multi-Asset Solutions Investment Team'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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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106
15/12/25: Fed rate cut, AI investment scrutiny & tech earnings
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.These are the Multi-Asset Solutions Investment Team'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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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105
08/12/25: Fed rate cut hopes, Netflix $83bn deal & US jobs update
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.These are the Multi-Asset Solutions Investment Team'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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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104
01/12/25: UK Budget special
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.These are the Multi-Asset Solutions Investment Team'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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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103
24/11/25: Market rotation, AI investment focus & strong Nvidia results
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.These are the Multi-Asset Solutions Investment Team'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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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102
17/11/25: AI bubble debate, US government shutdown & strong US earnings
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.These are the Multi-Asset Solutions Investment Team'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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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101
10/11/25: Market sell-off, UK interest rate debate & slowing China trade
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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100
03/11/25: Fed rate cut, US–China tariffs & Magnificent Seven earnings
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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99
27/10/25: Oil price rises, Japan’s growth agenda & Tesla earnings
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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98
20/10/25: Regional bank jitters, trade optimism & oil price shifts
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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97
13/10/25: Japan's new leadership boost, AI partnerships & earnings season
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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96
06/10/25: AI optimism, healthcare tariffs & US government shutdown
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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95
29/09/25: Bond yields rise, US tariffs return & payrolls ahead
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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94
22/09/25: Japan policy shift, UK food inflation & Nvidia–Intel deal
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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93
15/09/25: Earnings update, Fed pressure & UK GDP
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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92
08/09/25: Bond market moves, US jobs data & Tesla’s pay proposal
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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91
01/09/25: French uncertainty, Nvidia earnings & US inflation data
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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90
25/08/25: Jackson Hole outlook, German GDP & US consumer trends
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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89
18/08/25: Small-cap strength, inflation data & Trump–Putin talks
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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88
11/08/25: Rate cut fallout, Magnificent Seven shine & gold market shock
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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87
04/08/25: Central bank meetings, FX markets & US job numbers
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.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.This podcast is issued by Marlborough Investment Management Limited on behalf of the following entity:Marlborough ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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86
28/07/25: Japan-US trade deal, earnings optimism & Fed expectations
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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85
21/07/25: Fed pressure, inflation surprises & EU tariffs
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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84
14/07/25: Fresh Trump tariffs, Fed caution & UK growth data
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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83
07/07/25: Vietnam trade deal, inflation fears & UK bond market
In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.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 ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).
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ABOUT THIS SHOW
The Carrick 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.
HOSTED BY
Marlborough Group
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