News & Views

Q&A: Marlborough Multi-Cap Growth investment update

For Professional Clients only. Not for distribution to or to be relied upon by Retail Clients. “We believe the portfolio is well positioned for the road ahead and we’re bullish on the prospects for the 40 or so high-quality companies we hold in the fund.” Richard Hallett Marlborough Multi-Cap Growth Fund Manager Richard Hallett explains […]

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Marlborough fund performance and the COVID pandemic

Marlborough funds have seen a remarkable rebound in performance since the bottom of the COVID-driven global market collapse in...

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Q&A: Where we’re seeing opportunities as Asia reopens for business

For Professional Clients only. Not for distribution to or to be relied upon by Retail Clients. “With expanding stock markets, tech dominance and solid dividends, we believe Asia is well-placed to outperform global markets in the years ahead.” Sally Macdonald Marlborough’s Head of Asian Equities, Sally Macdonald, shares her views on the outlook for Asian […]

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Q&A: Marlborough Multi Cap Income investment update

Marlborough Multi Cap Income Fund Manager Siddarth Chand Lall talks about how, despite the economic impact of the pandemic, robust

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Marlborough Global Bond: COVID-19 investment update

Marlborough Global Bond Manager Geoff Hitchin explains his view on the outlook for bonds, how he and the team...

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Marlborough Multi-Cap Growth: COVID-19 investment update

For Professional Clients only. Not for distribution to or to be relied upon by Retail Clients. Normal life and business aren’t over, they’ve merely been suspended for a time, and steep share price falls have created attractive opportunities for the patient investor. Richard Hallett Marlborough Multi-Cap Growth Fund Manager Richard Hallett explains how he has […]

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UK smaller companies team COVID-19 update

The COVID-19 outbreak has triggered sharp movements in global equity markets and...

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Five technology themes providing attractive opportunities for 2020

Guy Feld highlights five technology themes offering interesting opportunities for the year ahead.

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Harnessing the power of small cap ‘dividend dynamos’

While investors do not always associate small caps with attractive and growing dividends...

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Q&A: Marlborough US Multi-Cap Income, a concentrated portfolio of high-quality US companies

For Professional Clients only. Not for distribution to or to be relied upon by Retail Clients. “We believe the outlook for our portfolio companies remains bright.” Brad Weafer Marlborough US Multi-Cap Income Co-Manager Brad Weafer shares his views on the outlook for US equities and explains why the fund’s investment team are continuing to back […]

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The changing face of Asia’s economic growth

For Professional Clients only. Not for distribution to or to be relied upon by Retail Clients. “Asia’s aggregate GDP surpassed that of America at the end of 2018 and a new cycle is starting. The Asian Century has begun.” Sally Macdonald Sally Macdonald is Head of Asian Equities at Marlborough Fund Managers. China has risen […]

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Siddarth Chand Lall’s UK Income Market Update

Our view is that deep value can be found in pockets of the UK market, despite the uncertain backdrop....

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Q&A: Why there’s big potential in smaller companies

Co-Managers of the Marlborough Special Situations Fund, discuss the historic outperformance of the UK’s smaller companies and explain...

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Q&A: A global bond fund with an unconstrained approach

What we’re aiming to do is produce steady returns through varying market conditions that will compound over time....

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Marlborough European Multi-Cap: Q&A with David Walton

For Professional Clients only. Not for distribution to or to be relied upon by Retail Clients. Q&A: Investing in undervalued European companies with strong growth potential The Marlborough European Multi-Cap Cell offers access to the Master onshore Marlborough European Multi-Cap Fund which has been honoured for the third successive year in the 2019 Lipper Fund […]

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Marlborough Multi Cap Income: Q&A with Siddarth Chand Lall

The Marlborough Multi Cap Income Fund managed by Siddarth Chand Lall explains that while this year has started on a positive note for UK equities, Brexit uncertainty means interesting opportunities are still to be found,.....

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Marlborough UK Multi-Cap Growth: Q&A with Richard Hallett

Marlborough UK Multi-Cap Growth Cell: offering access to a portfolio of the UK’s leading companies The Cell invests in the onshore fund which the Marlborough UK Multi-Cap Growth Fund invests in a portfolio of leading companies from across the market cap spectrum that can demonstrate a sustainable competitive advantage. Here the fund’s manager, Richard Hallett, […]

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Marlborough Special Situations: Why UK small caps are a fertile hunting ground for active managers

By Eustace Santa Barbara, Co-Manager of the Marlborough Special Situations Fund Companies aren’t born as global titans. Famously, even Apple, the world’s first trillion dollar market cap business, began life with two friends working in the garage of a house in California. The stock market giants of today all began life as much smaller companies. […]

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