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17/11/25: AI bubble debate, US government shutdown & strong US earnings Episode 52

17/11/25: AI bubble debate, US government shutdown & strong US earnings

· 08:27

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In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

These are the Multi-Asset Solutions Investment Team's views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.

Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.

Marlborough Investment Management Limited is registered in England and Wales at Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP with company no. 10947598. Marlborough Investment Management Limited is regulated by the Financial Conduct Authority with FCA Reference no. 115231.

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