All Episodes
Displaying 1 - 20 of 127 in total
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 M...
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 M...
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 M...
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 M...
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 M...
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 M...
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 M...
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 M...
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 M...
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 M...
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 M...
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 M...
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 M...
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 M...