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.

Nutmeg investor update | March 2023

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.

Nutmeg investor update | August 2024

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.

Nutmeg investor update | September 2024

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.

Nutmeg investor update | October 2024

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.

Nutmeg investor update | November 2024

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 investor update | December 2024

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 investor update | January 2025

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.

Nutmeg investor update | February 2025

In our March update, James McManus, Head of Investments, explains what happened in financial markets in February and how the Nutmeg investment team is shaping portfolios.
 
About this update: This update was recorded on 4th March 2025. 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 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 investor update | March 2025

In our latest investor update, Brad Holland, Head of Investment Strategy, talks tariffs, increased uncertainty for investors, and how the investment team at Nutmeg is responding. 

About this update: This update was recorded on 8th April 2025. All figures, unless otherwise stated, relate to the month of March 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 investor update | April 2025

In our latest investor update, Pacome Breton, Head of Portfolio Management, takes a step back to review what has happened in a very busy month, and outlines how the Nutmeg investment team is managing portfolios. 
 
About this update: This update was recorded on 6 May 2025. All figures, unless otherwise stated, relate to the month of April 2025.
  
Sources: 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 Investor Update | May 2025

We’re the digital wealth manager that gives you the power to put your money where your mind is and invest your way.  
 
We specialise in general investment accounts, stocks and shares ISAs, Junior ISAs, Lifetime ISAs and pensions. There’s a reason 200,000 clients trust us to manage over £4.5bn of assets, making us the UKs largest digital wealth manager. For more information visit https://www.nutmeg.com/
 
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. Tax treatment depends on your individual circumstances and may be subject to change in the future. Nutmeg is regulated by the Financial Conduct Authority.

Nutmeg investor update | March 2023

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