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Insights from Marlborough Group

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Edward Kennedy
Nick Peters
James Athey
Andrew Shaw
Katherine Damsell
Martin Jenkins
James Walkin
Andrea Watts
Ben Turner
Craig McPherson
Richard Telfer
Leah Barnett
Rod Guest
Andrew Staley
Nick Bridge
Phil Gilder
Ben Jones
Christopher Hughes
Kevin Addison
George Goodall
Sarah Peaston
Helen Redmond
Sally Helston
Allan Hamer
Simon Ellis
David Kiddie
Dom Clarke
Richard Goodall
Scott Truter
Sarah Todino
Raj Manon
Matthew Rainbird
Adam Tabor
Ben Pakenham
Niall McDermott
Simon Wood
Tobias Bucks
Paul Johnston
Natasha Thomas
Jonathan Reyes
Tim Humphreys
Szu Fuei Chong
Tim Robinson
Tim Farina
Brad Weafer
Richard Hallett
Guy Feld
Martin Ratcliffe
Danny Knight
Nathan Sweeney
Marlborough
Eustace Santa Barbara
Sid Chand Lall
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The Bond Bulletin
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Marlborough UK Micro-Cap Growth Cell
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Marlborough High Yield Fixed Interest Fund
Marlborough Global SmallCap
Marlborough Far East Growth Fund
Marlborough Global Fund
Marlborough Global Essential Infrastructure
Marlborough Global Bond Fund
Marlborough Conservative Fund
Marlborough Cautious Fund
Marlborough Balanced Fund
Marlborough Extra Income Fund
Marlborough Bond Income Fund
Marlborough European Special Situations Fund
18 Nov
2024

Chart of the Week: Eye Of The Tiger

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
11 Nov
2024

Chart of the Week: No Diggity

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
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Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
11 Nov
2024

James Athey: Is investment the answer?

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The Bond Bulletin
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
James Athey
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
6 Nov
2024

US Election: What Trump's election victory means for investors

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Market Update
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Sheldon MacDonald
Nathan Sweeney
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
4 Nov
2024

Bonds: why we believe the time is now

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The Bond Bulletin
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Niall McDermott
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
4 Nov
2024

Chart of the Week: Electioneering

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
4 Nov
2024

Marlborough's James Athey appears on Sky News

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Market Update
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
James Athey
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
1 Nov
2024

the view: Looking back at October 2024

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
1 Nov
2024

James Athey writes for Investment Week

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The Bond Bulletin
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
James Athey
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
31 Oct
2024

Why even this most bizarre of US elections could have limited investment implications

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Investment Updates
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Brad Weafer
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
Marlborough US Focus Fund
Related People (Author):
31 Oct
2024

Special Situations: Introduction & investment process

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Video
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Eustace Santa Barbara
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
Marlborough Special Situations Fund
Related People (Author):
30 Oct
2024

Budget 2024: What it means for UK smaller companies

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Market Update
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Sheldon MacDonald
Eustace Santa Barbara
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
Marlborough Special Situations Fund
Marlborough UK Micro-Cap Growth Fund
Marlborough Nano-Cap Growth Fund
Related People (Author):
30 Oct
2024

Budget 2024: Update from our investment team

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Podcast
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Sheldon MacDonald
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
29 Oct
2024

Sheldon MacDonald: A very deep dive into due diligence

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Investment Updates
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Sheldon MacDonald
Audience Type:
Individual
Intermediary
Institutional
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No items found.
Related People (Author):
28 Oct
2024

Chart of the Week: Take It To The Limit

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
24 Oct
2024

Fund in Focus: European Special Situations October 2024

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Podcast
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
David Walton
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
23 Oct
2024

What have the UK’s smaller companies ever done for us?

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Investment Updates
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Eustace Santa Barbara
Sid Chand Lall
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
22 Oct
2024

Don’t lose the plot with UK smaller companies

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Investment Updates
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Sheldon MacDonald
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
21 Oct
2024

Chart of the Week: Not Over Yet

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
14 Oct
2024

Chart of the Week: Chinatown

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
14 Oct
2024

Marlborough MPS update and Outlook Q3 2024

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Raj Manon
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
14 Oct
2024

Quarterly Investment Commentary Q3 2024

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
9 Oct
2024

Is there still a case for investing in European smaller companies?

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Investment Updates
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
David Walton
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
Marlborough European Special Situations Fund
Related People (Author):
7 Oct
2024

Chart of the Week: Move On Up

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
30 Sep
2024

the view: Looking back at September 2024

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Video
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
30 Sep
2024

Chart of the Week: Money, Money, Money

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
26 Sep
2024

Eustace Santa Barbara: How UK smaller companies can make a difference to a portfolio

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Market Update
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Eustace Santa Barbara
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
Marlborough Special Situations Fund
Marlborough UK Micro-Cap Growth Fund
Marlborough Nano-Cap Growth Fund
Related People (Author):
24 Sep
2024

Sheldon MacDonald: Net gains - what a tennis great can tell us about equity investing

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Market Update
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Sheldon MacDonald
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
23 Sep
2024

Chart of the week: Don't Stop

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
16 Sep
2024

Chart of the week: Right Here, Right Now

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
9 Sep
2024

Chart of the week: Wake me up when September ends

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
2 Sep
2024

Chart of the week: Little by little

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
2 Sep
2024

'the view': Looking back at August 2024

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Video
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
2 Sep
2024

Sid Chand Lall highlights the importance of stock-picking expertise

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Investment Updates
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Sid Chand Lall
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
Marlborough Multi Cap Income Fund
Related People (Author):
20 Aug
2024

Quarterly Update: Global Bond

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The Bond Bulletin
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
James Athey
Niall McDermott
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
Marlborough Global Bond Fund
Marlborough Bond Income Fund
Related People (Author):
14 Aug
2024

Managed Portfolio Solutions earn Defaqto’s top five-star rating

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Marlborough
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
7 Aug
2024

Fund update: We've made some changes to our US fund

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Investment Updates
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Marlborough
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
Marlborough US Focus Fund
Related People (Author):
7 Aug
2024

Fund In Focus: US Focus August 2024

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Podcast
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Brad Weafer
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
Marlborough US Focus Fund
Related People (Author):
1 Aug
2024

Eustace Santa Barbara's view on: What might an interest rate cut mean for UK smaller companies

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Market Update
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Eustace Santa Barbara
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
Marlborough Special Situations Fund
Marlborough UK Micro-Cap Growth Fund
Marlborough Nano-Cap Growth Fund
Related People (Author):
26 Jul
2024

James Athey: The certainty of uncertainty

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The Bond Bulletin
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
James Athey
Niall McDermott
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
Marlborough Global Bond Fund
Marlborough Bond Income Fund
Related People (Author):
26 Jul
2024

What do you want from your Fixed Interest allocation

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The Bond Bulletin
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
James Athey
Niall McDermott
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
Marlborough Global Bond Fund
Marlborough Bond Income Fund
Related People (Author):
25 Jul
2024

Sheldon MacDonald's view on: What fantasy football can tell us about the active-versus-passive debate

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Market Update
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Sheldon MacDonald
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
9 Jul
2024

Marlborough MPS update and Outlook Q2 2024

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Raj Manon
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
Marlborough Active MPS
Marlborough Blended MPS
Marlborough Passive MPS
Related People (Author):
8 Jul
2024

Fund in focus: Global Bond July 2024

Read more
The Bond Bulletin
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
James Athey
Niall McDermott
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
Marlborough Global Bond Fund
Marlborough Bond Income Fund
Related People (Author):
5 Jul
2024

Fund in Focus: Election Special

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Podcast
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Eustace Santa Barbara
Nick Peters
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
Marlborough UK Micro-Cap Growth Fund
Marlborough Nano-Cap Growth Fund
Marlborough Special Situations Fund
Related People (Author):
1 Jul
2024

Quarterly Investment Commentary Q2

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
26 Jun
2024

Niall McDermott's view on: Why Macron’s roll of the dice is too risky for our portfolio

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The Bond Bulletin
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Niall McDermott
James Athey
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
Marlborough Global Bond Fund
Related People (Author):
25 Jun
2024

James Athey's view on: French election - no need for panic, but caution warranted

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The Bond Bulletin
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
James Athey
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
Marlborough Global Bond Fund
Marlborough Bond Income Fund
Related People (Author):
24 Jun
2024

Press Release: Marlborough enters strategic partnership with SS&C

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Company News
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Marlborough
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
21 Jun
2024

Sid Chand Lall writes for Citywire about opportunity in smaller companies

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Investment Updates
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Sid Chand Lall
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
Marlborough Multi Cap Income Fund
Related People (Author):