J.P. Morgan Personal Investing

Making sense of a volatile end to a volatile year in 2022, and an update on the trades made in December to position Nutmeg portfolios going into 2023. Brad Holland, director of investment strategy, presents our investment team’s current views in our latest investor update.

About this update: This update was filmed on 9th January 2023. All figures, unless otherwise stated, relate to the month of December 2022.

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.

It was a positive November overall for markets, but how are central banks combating stubborn, rising inflation? And, with images of protests against Covid restrictions in China being broadcast globally, is the world’s largest trading economy really opening up again for business? Gary Shepherd, investment writer at Nutmeg, speaks with our chief investment officer, James McManus, about the latest developments, and changes made to the Nutmeg portfolios.

About this update: This update was filmed on 6th December 2022. All figures, unless otherwise stated, relate to the month of November 2022.

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.

Have you seen a financial adviser? Only 8% of people in the UK have seen a financial adviser, despite the potentially life changing decisions people face with their finances. Annabelle Williams and Kat Mann are joined by Nutmeg financial planner, Chris Liebetrau, to discuss what to expect from financial planning, how it might be able to help you and when's the right time to think about speaking to a professional.

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.The topics discussed in this podcast are not to be relied on for financial advice, but are intended as an aid to decision making.

Making sense of bond market moves, falls in energy prices, and why strong labour markets give reason for optimism on the global economy. Paul Hillis, a senior wealth manager at Nutmeg, speaks with director of investment strategy Brad Holland about the latest economic and market developments, as well as outlining changes in the Nutmeg portfolios.

About this update: This update was filmed on 1st November 2022. All figures, unless otherwise stated, relate to the month of October 2022.

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.

How markets have responded to the chancellor’s mini-budget, and what this has meant for client portfolios, as well as suggestions that the UK is not in recession as previously thought. Nutmeg investment writer, Gary Shepherd, speaks with chief investment officer, James McManus, about these developments and the Nutmeg portfolios.

About this update: This update was filmed on 3rd October 2022. All figures, unless otherwise stated, relate to the month of September 2022.

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

Annabelle Williams, personal finance specialist at Nutmeg, and Kat Mann, savings and investment specialist at Nutmeg, are joined by Alice Tapper, financial campaigner and educator and founder of financial education platform, GoFundYourself. The conversation focuses on attitudes and behaviours toward pensions, talking to friends and family about retirement aspirations, and how to help people achieve the retirement they want.

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.

How rising inflation and recession concerns have persisted during the month of August, and the indicators which may signal optimism for the future of the global economy. Nutmeg product marketing manager, Molly Beake, speaks with director of investment strategy, Brad Holland, about this and changes the investment team have made to Nutmeg portfolios.

About this update: This update was filmed on 5th September 2022. All figures, unless otherwise stated, relate to the month of August 2022.

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.

Why markets rallied in July, despite raised fears of recession, and the latest in central banks’ stance against rising inflation. Dissecting the early results from the all-important earnings season, and the changes the investment team have made to Nutmeg portfolios. Annabelle Williams, personal finance specialist at Nutmeg, joins chief investment officer, James McManus, for a full run through.

About this update: This update was filmed on 8 August 2022. All figures, unless otherwise stated, relate to the month of July 2022.

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.

Investors and economists consistently talk about bonds, but what exactly are they, what’s their history, and why are they still such an important part of multi-asset portfolios today? Kat Mann, (savings and investment specialist at Nutmeg), and Gary Shepherd (investment writer), as well as guest Brad Holland (director of investment strategy), discuss all things fixed income, including why bonds are the Woody to equity’s Buzz in the big-screen world of global markets. Join us for episode three of The Nutmeg Podcast.

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.

Why the FTSE 100 is holding up better relatively than other global markets, and the consequence of rising bond yields. We’ll be discussing this and updating you on the latest trades in the Nutmeg portfolios in the investor update for July. Tapas Sharma, head of brand design, joins director of investment strategy, Brad Holland, for a full run-through.

About this update: This update was filmed on 5 July 2022. All figures, unless otherwise stated, relate to the month of June 2022.

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.