J.P. Morgan Personal Investing

James McManus, Nutmeg's Chief Investment Officer, explains why March was a strong month for UK equities, and global markets as a whole.

About this update: This update was recorded on 9th April 2024. About this update: This update was recorded on 9th April 2024. All figures, unless otherwise stated, relate to the month of March 2024. On 10th April, the latest US inflation data for the month of March was released, which once again surprised on the upside. Prior to the inflation data, markets had been expecting a rate increase in June, however some now believe that the first rate increase could now be pushed out to August.

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.

Pacome Breton, Nutmeg's head of portfolio management, reviews the earnings season, the outlook for inflation, and gives an update on the Nutmeg portfolios.

About this update: This update was recorded on 5th March 2024. All figures, unless otherwise stated, relate to the month of February 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.

Nutmeg's chief investment officer, James McManus, reviews January’s market performance and dives into recent developments in China as we enter the Year of the Dragon on 10th February.

About this update: This update was recorded on 6th February 2024. All figures, unless otherwise stated, relate to the month of January 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.

It was a strong end to 2023 for both equities and bonds. Our head of portfolio management, Pacome Breton, discusses what's been behind this optimism, and outlines why interest rate cuts could feature in the 12 months ahead. 

About this update: This update was recorded on 9th January 2024. All figures, unless otherwise stated, relate to the month of December 2023.

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.

November was a strong month for equity markets as central banks appeared to hold steady on interest rates. In our final investor update of the year, Lauren and Brad look back on 2023, recapping the main themes for investors.

About this update: This update was recorded on 5 December 2023. All figures, unless otherwise stated, relate to the month of November 2023.

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.

Despite October proving to be another challenging month for investors, there are reasons to be positive about the outlook for the medium-term. Our chief investment officer James McManus, chats to Lauren about sources of investor optimism, and changes the investment team made to the Nutmeg portfolios in October. 

About this update: This update was recorded on 7 November 2023. All figures, unless otherwise stated, relate to the month of October 2023.

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 this episode, hosts Gary Shepherd and Kat Mann are joined by Nutmeg investment strategist, Scott Gardner, who talks all things thematic investing.

Scott explores the ideas behind thematic investing, navigates the history of the style, and shares the reasoning behind the launch of Nutmeg’s new portfolio range. How did the team decide upon the themes? And who are the portfolios suitable for?

The topics discussed in this podcast are for informational purposes only and should not be relied on for financial advice. As with all investing, your capital is at risk. Thematic investing carries specific risks and is not for everyone. 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 is not a reliable indicator of future performance. Tax treatment depends on your individual circumstances and may be subject to change in the future.

In this month’s update, Pacome Breton, head of portfolio management reviews the state of the markets during September and discusses the decisions to pause on interest rate rises, both in the UK and the US. He also discusses the recent rise in oil prices, and the impact this has on different markets.

About this update: This update was recorded on Tuesday 3rd October 2023.

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 episode, host Gary Shepherd is joined by Nutmeg financial planner, Holly Graham, who shares with us her tips for planning for your retirement.

The conversation covers steps to making use of tax-efficient pensions, and potentially combining these with other savings and investments. This pensions health check can help you prioritise, while avoiding some of the pitfalls and common misunderstandings people may have about their financial needs in later life.

Useful websites mentioned in this podcast:

UK Government pension tracker: https://www.gov.uk/find-pension-contact-details

Investor Essentials: The power of compound returns: https://tinyurl.com/33r938bw

The topics discussed in this podcast are for informational purposes only and should not be relied on for financial advice. 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. A pension may not be right for everyone and tax rules may change in the future. Please note that during any transfer, your investments will be out of the market. If you are unsure if a pension is right for you, please seek financial advice.

In this month's update, Pacome Breton, our head of portfolio management, answers questions on the volatile month of August, updates to the portfolios, and the relative outperformance of US markets in 2023 so far.

About this update: This update was filmed on Tuesday 6th September 2023.

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.