by Nathan Sweeney, Chief Investment Officer - Marlborough Group Markets were volatile in April, as the implications of the US administration’s new trade policy had an impact on shares, bonds…
by Nathan Sweeney, Chief Investment Officer - Marlborough Group Increased uncertainty fuelled stock market volatility in March. Concerns about US economic growth and recent reversals in the shares of technology…
Understanding The Trump Tariffs And Their Effect On Global Markets
In this episode, W1 Investment Group Director Thomas Evans speaks with Nathan Sweeny, Chief Investment Officer at Marlborough Group, about the market impact of the Trump-era tariffs and the broader…
What Trump’s Tariffs Announcement Means For Investors
US President Donald Trump’s announcement of sweeping new trade tariffs has, in the words of the Financial Times, brought the world to the ‘brink of a full-blown trade war’. But…
by Nathan Sweeney, Chief Investment Officer - Marlborough Group After a strong start to 2025, February saw some of the shine come off the ‘US exceptionalism’ story. This is the…
W1 & Marlborough Monthly Commentary – February 2025
by Nathan Sweeney, Chief Investment Officer - Marlborough Group It was a strong start to 2025 for markets, with both equities and bonds delivering broadly positive returns in January. In…
W1 & Marlborough Monthly Commentary – January 2025
by Nathan Sweeney, Chief Investment Officer - Marlborough Group While 2024 was another impressive year for many stock markets, a spate of profit-taking meant that December proved to be rather…
W1 & Marlborough Monthly Commentary – November 2024
by Nathan Sweeney, Chief Investment Officer - Marlborough Group Investors’ attention has been heavily focused on the US election, the result of which was announced after the month end.…
W1 & Marlborough Monthly Commentary – September 2024
by Nathan Sweeney, Chief Investment Officer - Marlborough Group August proved a volatile month for equities, with the Japanese Topix index falling more than 12% in a single day –…