02/04/24: M&A activity, inflation crossroads & solid economic backdrop

Marlborough Monday Espresso Podcast

In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Scott Truter discuss M&A activity, inflation crossroads & solid economic backdrop.

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 entities:

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 International Management Limited, registered in Guernsey No.27895 and is regulated by the Guernsey Financial Services Commission (No.78074). Registered Office: Marlborough International Management Limited, 1st Floor, Tudor House, Le Bordage, St Peter Port, Guernsey, GY1 1DB.

IFSL ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: IFSL ICAV, 38 Upper Mount Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British)