J.P. Morgan Personal Investing

In this month’s update, Nutmeg’s director of investment strategy, Brad Holland, answers questions on market performance, the risk-on sentiment in July, and how the global economy has so far managed to avoid recession.

About this update: This update was filmed on Tuesday 8th August 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 this episode, Nutmeg’s Kat Mann and Gary Shepherd discuss the options to help secure the financial futures of your children, grandchildren, or young dependents.

Want to encourage putting their birthday or pocket money to better use? Do you want to be more tax efficient with their savings while taking advantage of higher interest rates currently on offer? And what about investing? What kinds of products are out there for you?

Risk warning

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. 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, Nutmeg’s head of portfolio management, Pacome Breton, answers questions on the global inflationary outlook, the latest economic data from the UK and the rest of the world, as well as giving an update on the performance of equity and bond markets in June.

About this update: This update was recorded on Tuesday 4th July 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 this episode, we’re talking market myths and investment adages. Should you really have ‘sold in May and gone away’? And what do passive investors mean when they talk about just ‘buying the haystack’?

Nutmeg’s head of portfolio management, Pacome Breton, talks Gary Shepherd through his team’s data and research, challenging some market preconceptions while endorsing the truisms.

Risk warning: 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. Past performance is not a reliable indicator of future performance.

In this month’s update, Nutmeg’s chief investment officer, James McManus, outlines how the UK appears to be lagging other countries when it comes to controlling inflation, while also updating us on the latest from China as it continues to work its way back to full capacity.

About this update: This update was recorded on Tuesday 6th June 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.

In our latest investor update, Nutmeg director of investment strategy Brad Holland answers questions on the earnings reporting season and its impact on markets. He also talks about recent changes to the Nutmeg fully managed and socially responsible portfolios which means they are no longer underweight government bonds.

About this update: This update was filmed on Tuesday 9th May 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.

March was an eventful month for markets as concerns about some parts of the global banking system heightened volatility, while persistent inflation data encouraged central banks to raise interest rates once again. Pacome Breton, head of portfolio management at Nutmeg, talks us through the month in our latest investor update.

About this update: This update was recorded on Tuesday 4th April 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.

After a strong start to the year, investors got a reality check in February, as inflation remained high, pressure increased on central banks to keep raising interest rates, and markets dipped. James McManus, chief investment officer at Nutmeg, brings you our investment team’s analysis of markets and portfolio performance in our latest investor update.

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

Source: MacroBond, Nutmeg and Bloomberg.

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.

Markets rallied strongly in January, but which regions were the standout performers? And are there reasons for optimism for policymakers, despite ongoing recessionary fears? Pacome Breton, head of portfolio management at Nutmeg, presents the investment team’s views in our latest investor update.

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

Source: MacroBond, Nutmeg and Bloomberg.

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, we explore a theme that’s omnipresent today within the world of personal finance, that is environmental, social and corporate governance – the acronym being ESG. It’s all about understanding and measuring the behaviour of companies and how they engage with their customers, employees, communities, and us as investors.

Nutmeg’s James McManus and Gary Shepherd are joined by Chuka Umunna, former shadow secretary of state for business, innovation and skills, and now head of EMEA ESG and green economy investment banking at JP Morgan.

Join us as we explore what ESG really means for investors, as well as hearing from Chuka’s experience of his recent trip to COP 27 in Egypt.

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.