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.

Nutmeg - Oct 2023 Investor Update - Podcast

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.

The Nutmeg Podcast | Behind the launch of our thematic portfolios

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.

Nutmeg investor update | November 2023

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.

Nutmeg Investor Update | December 2023

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.

Nutmeg investor update | January 2024

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.

Nutmeg investor update | February 2024

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 investor update | March 2024

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.

Nutmeg investor update | April 2024

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.

Nutmeg investor update | May 2024

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 | November 2023

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