Sheldon Macdonald and Nathan Sweeney talk about the topics driving the markets in their weekly Monday update.
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The Marlborough Book Festival is an annual readers and writers festival held in July in Marlborough, New Zealand. Listen to our podcasts to hear discussions with our featured writers, as they explain the challenges and the highlights of creating their various works and their lives as writers. For more information, head to: https://www.marlboroughbookfest.co.nz/
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Join us for a peek into Marlborough's community through panel discussions with students, faculty and alumnae!
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How are students, teachers, parents and alums dealing with the Coronavirus pandemic? And how does COVID-19 connect to other social, economic and political issues? Dr. Catherine Atwell, Dean of Student Research, talks with members of the Marlborough community to learn about how they've been coping - and sometimes not coping - with the pandemic. And in the process, we learn about the creative ways teachers and students are learning together, at a distance.
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10/11/25: Market sell-off, UK interest rate debate & slowing China trade
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7:12In 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 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 b…
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Lauren Keenan - Time Travellers Guide to History
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1:02:14Lauren Keenan in conversation with Tania Miller How can adults help spark children’s interest in Aotearoa New Zealand history? Lauren often gets asked this question and it is a subject close to her heart. Lauren talks to Tania about making history accessible and interesting to young readers and the special nature of writing for the middle reader au…
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03/11/25: Fed rate cut, US–China tariffs & Magnificent Seven earnings
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7:01In 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 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 b…
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27/10/25: Oil price rises, Japan’s growth agenda & Tesla earnings
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6:10In 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 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 b…
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20/10/25: Regional bank jitters, trade optimism & oil price shifts
5:56
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5:56In 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 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 b…
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13/10/25: Japan's new leadership boost, AI partnerships & earnings season
7:22
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7:22In 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 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 b…
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06/10/25: AI optimism, healthcare tariffs & US government shutdown
5:36
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5:36In 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 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 b…
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29/09/25: Bond yields rise, US tariffs return & payrolls ahead
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7:27In 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 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 b…
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22/09/25: Japan policy shift, UK food inflation & Nvidia–Intel deal
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8:25In 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 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 b…
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15/09/25: Earnings update, Fed pressure & UK GDP
7:14
7:14
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7:14In 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 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 b…
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08/09/25: Bond market moves, US jobs data & Tesla’s pay proposal
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8:18In 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 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 b…
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01/09/25: French uncertainty, Nvidia earnings & US inflation data
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6:09In 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 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 b…
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25/08/25: Jackson Hole outlook, German GDP & US consumer trends
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8:21In 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 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 b…
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Chris Tse - An Hour with the Poet Laureate
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59:17Chris Tse in conversation with Sally McLennan At the 2024 Marlborough Book Festival, the Poet Laureate talks about and reads from his poetry collections in which he explores questions of identity, including his Chinese heritage and queer identity, and addresses Aotearoa history. He also reflects on his time as Poet Laureate and his hopes for the po…
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18/08/25: Small-cap strength, inflation data & Trump–Putin talks
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7:34In 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 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 b…
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11/08/25: Rate cut fallout, Magnificent Seven shine & gold market shock
8:08
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8:08In 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 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 b…
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04/08/25: Central bank meetings, FX markets & US job numbers
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7:06In 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 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 b…
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28/07/25: Japan-US trade deal, earnings optimism & Fed expectations
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6:07In 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 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 b…
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21/07/25: Fed pressure, inflation surprises & EU tariffs
6:21
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6:21In 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 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 b…
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Nic Low - Uprising, Walking the Southern Alps of New Zealand
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54:08Nic Low is a writer, editor, arts organiser, te reo student, and dad with whakapapa links to Ōraka-Aparima in Southland. His writing on wilderness, technology, and race has been widely published and anthologised. His first book Arms Race, a collection of speculative fictions was shortlisted for the Readings and Steele Rudd prizes and named New Zeal…
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14/07/25: Fresh Trump tariffs, Fed caution & UK growth data
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5:32In 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 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 b…
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07/07/25: Vietnam trade deal, inflation fears & UK bond market
10:06
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10:06In 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 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 b…
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30/06/25: Easing tensions, trade deal progress & inflation data
6:14
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6:14In 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 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 b…
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23/06/25: Central bank caution, Middle East concerns & dollar resilience
10:33
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10:33In 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 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 b…
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16/06/25: Middle East tensions, US inflation & AI momentum
6:42
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6:42In 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 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 b…
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09/06/25: Musk–Trump clash, tariff talk & rate cut caution
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7:29In 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 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 b…
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02/06/25: Market rebound, trade updates & Nvidia’s AI push
6:07
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6:07In 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 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 b…
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26/05/25: EU tariffs, Trump’s tax plan & bond volatility
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8:23In 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 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 b…
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Sue McCauley QSM, is a novelist, short story writer, playwright, journalist, and screenwriter. Her first novel, Other Halves (1982), won the Wattie Book of the Year Award and the New Zealand Book Award for Fiction. It was reprinted numerous times, in New Zealand and overseas, and was made into a film. In subsequent years Sue wrote five more novels,…
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19/05/25: Trade talks progress, defence deals & United Health tumbles
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6:59In 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 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 b…
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12/05/25: US and China agreement, recession fears & resilient earnings
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6:36In 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 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 b…
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05/05/25: Big tech earnings, resilient jobs data & tariff strategies
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6:52In 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 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 b…
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28/04/25: Tariff optimism, trade talks & big tech earnings
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7:59In 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 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 b…
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21/04/25: Japan, Semiconductors & Chinese supercomputers
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8:20In 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 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 b…
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14/04/25: The basis trade, tariff rollback & inflation data
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11:54In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey discuss recent events and look to the week ahead. 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 reco…
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07/04/25: Tariff impact, market reactions & global response
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8:40In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Rory Dowie discuss recent events and look to the week ahead. 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 recor…
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Nici Wickes - A Quiet Kitchen
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1:04:00Nici Wickes was the Instagram foodie we all needed during lockdown - down to earth, great fun, and cooking up a storm with mostly pantry ingredients. Her gorgeous cookbooks A Quiet Kitchen and the just-released More from a Quiet Kitchen include many of those recipes along with her honest reflections on her struggle to find contentment in mid-age, h…
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31/03/25: Growth outlook, bond markets & tariff updates
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8:26In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey discuss recent events and look to the week ahead. 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 reco…
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24/03/25: Central bank moves, tariff uncertainty & market expectations
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7:21In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey discuss recent events and look to the week ahead. 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 reco…
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17/03/25: US market sell-off, tariff concerns & inflation trends
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5:49In this week's episode of the Monday Espresso podcast, Edward Kennedy and Rory Dowie discuss recent events and look to the week ahead. 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 recor…
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10/03/25: AI market shifts, Trump's tariffs & Europe’s resilience
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8:36In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Rory Dowie discuss recent events and look to the week ahead. 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 recor…
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03/03/25: Nvidia, Fed signals & China’s economic shifts
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7:54
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7:54In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Rory Dowie discuss recent events and look to the week ahead. 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 recor…
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24/02/25: China tech rally, UK inflation & Alibaba’s resurgence
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6:32In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Rory Dowie discuss recent events and look to the week ahead. 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 recor…
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17/02/25: Tariff uncertainty, UK growth & Russia-Ukraine talks
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8:45In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey discuss recent events and look to the week ahead. 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 reco…
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Anna Smaill in conversation with Jane Forrest Waghorn Anna’s latest novel moves between reality and magical realism, as two women navigate intense personal loss in a wonderfully hyperrealist, slightly eerie, Tokyo. Dinah is a New Zealander, teaching English in Japan, grieving her twin brother who was a gifted, but troubled, musician. Yasuko, who ha…
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10/02/25: Trump’s tariffs, China’s response & UK rate cuts
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6:37In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Andrew Shaw discuss recent events and look to the week ahead. 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 reco…
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03/02/25: DeepSeek's impact, Jevons Paradox & central bank moves
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5:06In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Edward Kennedy discuss recent events and look to the week ahead. 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 r…
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27/01/25: Trump’s executive orders, Japan rate hike & UK trade policy
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6:21In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss recent events and look to the week ahead. 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 rec…
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Ron Crosby - Te Kooti’s Last Foray
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1:01:58Marlborough-based historian Ron Crosby has tramped the Urewera forests to retrace the steps of Te Kooti and his pursuers. That legwork deeply informs his latest book Te Kooti’s Last Foray. He discusses his findings and the adventures he had along the way. Ron was in conversation with Pete Anderson at the 2023 Marlborough Book Festival.…
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20/01/25: UK inflation relief, China's stimulus & Trump’s inauguration
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6:54In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey discuss recent events and look to the week ahead. 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 reco…
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