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Insights from Marlborough Group

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Rory Dowie
Kelly Prior
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
Ben Jones
Christopher Hughes
Kevin Addison
George Goodall
Sarah Peaston
Helen Redmond
Sally Helston
Allan Hamer
David Kiddie
Dom Clarke
Richard Goodall
Scott Truter
Sarah Todino
Raj Manon
Matthew Rainbird
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
David Walton
Sheldon MacDonald
The Bond Bulletin
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Marlborough 3 Portfolio (previously Marlborough Conservative Fund)
Marlborough 4 Portfolio (previously IFSL Marlborough Cautious Fund)
Marlborough 5 Portfolio
Marlborough 6 Portfolio (previously IFSL Marlborough Balanced Fund)
Marlborough 7 Portfolio
Marlborough 8 Portfolio (previously Marlborough Global Fund)
Marlborough Active MPS
Marlborough Adventurous
Marlborough Balanced
Marlborough Blended MPS
Marlborough Bond Income Fund
Marlborough Cautious
Marlborough Defensive
Marlborough European Special Situations Fund
Marlborough Extra Income Fund
Marlborough Far East Growth Fund
Marlborough Global Bond Fund
Marlborough Global Essential Infrastructure
Marlborough Global Innovation Fund
Marlborough Global SmallCap
Marlborough High Yield Fixed Interest Fund
Marlborough Multi Cap Income Fund
Marlborough Multi-Cap Growth Fund
Marlborough Nano-Cap Growth Fund
Marlborough Passive MPS
Marlborough Special Situations Fund
Marlborough UK Micro-Cap Growth Fund
Marlborough US Focus Fund
28 Apr
2025

Chart of the Week: Drivers License* – what Tesla’s volatile journey can teach investors

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
28 Apr
2025

Global SmallCap: Introduction and investment process

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Video
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Tobias Bucks
Simon Wood
Audience Type:
Intermediary
Institutional
Related Fund:
Marlborough Global SmallCap
Related People (Author):
25 Apr
2025

Our European fund earns another award

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Investment News
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
David Walton
Marlborough
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
Marlborough European Special Situations Fund
Related People (Author):
23 Apr
2025

Press Release - Marlborough launches bespoke Personal Portfolio service for advisers’ high-net-worth clients

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Press Releases
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Marlborough
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
22 Apr
2025

Luck plays a role in investing – but process is what really matters

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Sheldon MacDonald
Audience Type:
Individual
Intermediary
Related Fund:
No items found.
Related People (Author):
22 Apr
2025

Chart of the Week: Early – how early birds added thousands to ISA returns

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
16 Apr
2025

Global SmallCap: Quarterly Portfolio Update

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Video
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Tobias Bucks
Audience Type:
Intermediary
Institutional
Related Fund:
Marlborough Global SmallCap
Related People (Author):
15 Apr
2025

James Athey on the sell-off in US Treasuries

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The Bond Bulletin
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
James Athey
Audience Type:
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
14 Apr
2025

Chart of the Week: Here Comes The Sun – the shocking truth about market pullbacks

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
7 Apr
2025

Chart of the week - Putting market volatility in historical context

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Market Update
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Sheldon MacDonald
Audience Type:
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
3 Apr
2025

Richard Hallett appears on Asset TV's UK Equities Masterclass

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Video
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Richard Hallett
Audience Type:
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
3 Apr
2025

What Trump’s tariffs announcement means for investors

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Investment Updates
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
James Athey
Audience Type:
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
31 Mar
2025

Press Release - Marlborough launches expanded multi-asset fund range with new funds and lower charges

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Press Releases
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Marlborough
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
31 Mar
2025

Chart of the Week: Missing – what you may be missing about UK government bonds

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
31 Mar
2025

the view: Looking back at March 2025

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
30 Mar
2025

Mail on Sunday highlights our award-winning European fund's 229% return

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Recent Press
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):
28 Mar
2025

Press Release: Marlborough announces ‘significant’ investment in First Wealth

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Press Releases
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Marlborough
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
26 Mar
2025

Our view on the Spring Statement

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Market Update
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Sheldon MacDonald
James Athey
Audience Type:
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
24 Mar
2025

Chart of the Week: Roll With It – what you need to know about market corrections

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
21 Mar
2025

James Athey on why recessions are necessary

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The Bond Bulletin
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
James Athey
Audience Type:
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
17 Mar
2025

Tech titans take a hit, tariffs bite and Europe outperforms

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Market Update
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Rory Dowie
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
17 Mar
2025

Chart of the Week: Shake It Off

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
13 Mar
2025

David Walton: Why Europe still deserves investors’ attention

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Investment Updates
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
David Walton
Audience Type:
Intermediary
Institutional
Related Fund:
Marlborough European Special Situations Fund
Related People (Author):
10 Mar
2025

Chart of the Week: Search For The Hero

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
7 Mar
2025

Four career lessons for women in finance

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Thought Leadership
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Kelly Prior
Audience Type:
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
3 Mar
2025

Chart of the Week: Everybody’s Changing

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
3 Mar
2025

the view: Looking back at February 2025

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
27 Feb
2025

Eustace Santa Barbara: Why we see a big opportunity in UK small caps

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Investment Updates
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Eustace Santa Barbara
Audience Type:
Individual
Intermediary
Institutional
Related Fund:
Marlborough UK Micro-Cap Growth Fund
Marlborough Special Situations Fund
Related People (Author):
24 Feb
2025

Chart of the Week: Brothers In Arms

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
24 Feb
2025

Press Release: Wealth manager Boolers expands investment offering with launch of three funds

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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):
19 Feb
2025

James Athey on the inconvenient truth about inflation

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The Bond Bulletin
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
James Athey
Audience Type:
Intermediary
Institutional
Related Fund:
Marlborough Global Bond Fund
Marlborough Bond Income Fund
Related People (Author):
17 Feb
2025

Chart of the Week: Money for Nothing

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
10 Feb
2025

Chart of the Week: The Heat Is On

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
4 Feb
2025

Niall McDermott: Duck and dive, 25 – the outlook for the year ahead

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The Bond Bulletin
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Niall McDermott
Audience Type:
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
3 Feb
2025

Chart of the Week: Take A Chance On Me

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
3 Feb
2025

the view: Looking back at January 2025

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
3 Feb
2025

David Walton: Where do world events leave European investments?

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Market Update
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
David Walton
Audience Type:
Intermediary
Institutional
Related Fund:
Marlborough European Special Situations Fund
Related People (Author):
29 Jan
2025

Press Release: Marlborough appoints highly experienced fund manager Kelly Prior as Investment Director

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Company News
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Marlborough
Audience Type:
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
27 Jan
2025

Chart of the Week: New Year's Day

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
20 Jan
2025

Quarterly Investment Commentary Q4 2024

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
20 Jan
2025

James Athey on making sense of ‘hair-raising’ bond markets

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The Bond Bulletin
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
James Athey
Audience Type:
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
14 Jan
2025

Multi-Cap Growth: Introduction & investment process

Read more
Video
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Richard Hallett
Audience Type:
Intermediary
Institutional
Related Fund:
Marlborough Multi-Cap Growth Fund
Related People (Author):
13 Jan
2025

Chart of the Week: Waves

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
13 Jan
2025

Chart of the Week: Born In The USA

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
James Athey
Audience Type:
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
6 Jan
2025

Multi-asset investment solutions team: Investment outlook for 2025

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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):
6 Jan
2025

Chart of the Year: Keep On Running

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Multi-Asset
Investment Solutions
EU
UK
Governance Solutions
ROW
Platform Solutions
Nathan Sweeney
Audience Type:
Intermediary
Institutional
Related Fund:
No items found.
Related People (Author):
6 Jan
2025

the view: Looking back 2024

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

Niall McDermott on tidal shifts in the 2024 bond markets

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

Chart of the Week: Rockin’ Around The Christmas Tree

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

Four 'black swans' for 2025

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