News & Views

Market Update: “State of the Union” Commentary – October 2018

Market Update: “State of the Union” Commentary Investing, unlike gambling, is a long-term activity. Betting on horses or football matches provides speedy gratification or disappointment. Investment does not, unless you’re betting on daily, monthly or quarterly share price movements. Most retail investors don’t ‘bet’, of course, so considering a 10 year investment has 2,600 trading […]

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Giles Hargreave: 20 years of small cap investing – July 2018

Giles Hargreave: what I’ve learned in 20 years of small cap investing Citywire AAA-rated Giles Hargreave marked 20 years managing the Marlborough Special Situations fund on 1st July. Here he shares the key lessons he has learned about investing in small caps over the past two decades. The UK’s smaller companies market can provide a […]

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Multi Cap Income update – July 2018

A UK equity income fund with the freedom to invest across the market cap spectrum Siddarth Chand Lall, Manager of the Marlborough Multi Cap Income Fund, explains why UK small caps have outperformed large caps since the EU referendum, why he’s seeing opportunities in utilities and why the environment for UK equities is benign. A […]

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Q&A Marlborough High Yield Fixed Interest – January 2018

Q&A Marlborough High Yield Fixed Interest: an income-focused bond fund managed by a large and experienced team Steven Logan, Co-Manager of the Marlborough High Yield Fixed Interest Fund, explains why he believes the macroeconomic backdrop is ideal for bonds and how in-depth research helps his team to manage risk and maintain an attractive income for […]

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Multi-Cap Growth – Four long-term growth trends to help defy UK uncertainty – December 2017

Making the right calls on short-term macro-economic themes and their impact on asset prices is notoriously difficult. For those investing in UK equities, such calls have been made all the more difficult because of unpredictability around Brexit, a fragile government and the first moves to begin to normalise monetary policy. However, identifying secular growth trends […]

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