J.P. Morgan Personal Investing

In our February update, Nutmeg's Head of Portfolio Management, Pacome Breton, walks us through the most important news for markets and how they responded.

About this update: This update was recorded on 4th February 2025. All figures, unless otherwise stated, relate to the month of January 2025.

Source: MacroBond, Nutmeg and Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past performance and forecasts are not a reliable indicator of future performance. We do not provide investment advice in this update. Always do your own research.

In our latest update, Brad Holland, Director of Investment Strategy, explains what happened in financial markets in December and what to expect in 2025.

About this update: This update was recorded on 7 January 2025. All figures, unless otherwise stated, relate to the month of December 2024.

Source: MacroBond, Nutmeg and Bloomberg.

Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past performance and forecasts are not a reliable indicator of future performance. We do not provide investment advice in this update. Always do your own research.

Nutmeg Chief Investment Officer James McManus, walks us through how investors reacted to November's US election.

Source: MacroBond, Nutmeg and Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past performance and forecasts are not a reliable indicator of future performance. We do not provide investment advice in this update. Always do your own research.

Nutmeg's Head of Portfolio Management, Pacome Breton, walks us through the events that mattered to investors in October, and explains how markets reacted.

About this update: This update was recorded on 5 November. All returns figures, unless otherwise stated, relate to the month of October.

Source: Nutmeg, Macrobond, Bloomberg.

Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

Brad Holland, Director of Investment Strategy, talks investors through market movements in September, including central bank announcements from China and the US, and how it affected Nutmeg portfolios.

About this update: This update was recorded on 8 October. All returns figures, unless otherwise stated, relate to the month of September.

Source: Nutmeg, Macrobond, Bloomberg.

Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

In our latest update, Pacome Breton, Chief investment Officer, outlines financial market performance in August, the causes of the early August market correction, as well as the implications of the Jackson Hole Symposium of Central Bankers.

About this update: This update was recorded on 3rd September 2024. All figures, unless otherwise stated, relate to the month of August 2024.

Source: MacroBond, Nutmeg and Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past performance and forecasts are not a reliable indicator of future performance. We do not provide investment advice in this update. Always do your own research.

In our latest update, James McManus, Chief investment Officer, outlines financial market performance in July, results from the start of the second quarter reporting season, and the latest decisions from major central banks on interest rates. About this update: This update was recorded on 6th August 2024. All figures, unless otherwise stated, relate to the month of July 2024. Source: MacroBond, Nutmeg and Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past performance and forecasts are not a reliable indicator of future performance.

In our latest update, James McManus, Chief investment Officer, looks at market performance in June. He outlines how Nutmeg portfolios are positioned for the second half of the year, and assesses the prospects for interest rate cuts from major central banks.

About this update: This update was recorded on 2nd July 2024. All figures, unless otherwise stated, relate to the month of June 2024.

Source: MacroBond, Nutmeg and Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

In our latest update, Pacome Breton, Head of Portfolio Management, looks at market performance in May, outlines some changes to the Nutmeg portfolios, and assesses the potential market impact of upcoming elections.

About this update: This update was recorded on 4th June 2024. All figures, unless otherwise stated, relate to the month of May 2024. Source: MacroBond, Nutmeg and Bloomberg.

Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

Brad Holland, Director of Investment Strategy, reviews market performance during April, and outlines recent changes the team has made to Nutmeg portfolios.

About this update: This update was recorded on 7th May 2024. All figures, unless otherwise stated, relate to the month of April 2024.

Source: MacroBond, Nutmeg and Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.