After starting the month down, equity markets had largely rebounded by the end of March – but which performed the best? How is rising inflation impacting bond markets? And what’s happening in the world of commodities? We’ll be discussing the current scenario and updating you on the performance of Nutmeg portfolios over the past month in the latest investor update. Kat Mann, head of PR and savings and investment specialist at Nutmeg, speaks with our chief investment officer, James McManus, for a full run through.  

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

Nutmeg investor update | April 2022

Why US tech stock performance has raised fears of a bear market in equities, yet some of the UK’s largest companies remained buoyed in April by energy price rises and a cheaper pound. We’ll be discussing the current scenario and updating you on the performance of Nutmeg portfolios over the past month in the latest investor update. Paraplanner Matthew Smith speaks with director of investment strategy Brad Holland for a full run-through.

About this update: This update was filmed on 9 May 2022. All figures, unless otherwise stated, relate to the month of April 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.

Nutmeg investor update | May 2022

Ever heard of Burgernomics or Freddonomics? Kat Mann (savings and investment specialist at Nutmeg) and Gary Shepherd (investment writer), as well as guest Brad Holland (director of investment strategy), discuss how these iconic treats are used to take the inflationary temperature. We discuss the factors that are leading to significant increases in inflation in 2022. Join us for episode one 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.

The Nutmeg Podcast | Burgernomics, Freddonomics and high inflation in 2022

How a late flourish helped stabilise equity and bond markets in May, and why headline data points to the month having been a pivotal point in the inflation story of 2022. We’ll be discussing this and updating you on changes in the Nutmeg portfolios in the Investor Update for June, which is now available. Investor writer, Gary Shepherd, joins chief investment officer, James McManus in the latest investor update.

About this update: This update was filmed on 7 June 2022. All figures, unless otherwise stated, relate to the month of May 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.

Nutmeg investor update | June 2022

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.

The Nutmeg Podcast | What are bonds? An essential guide for investors

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.

Nutmeg investor update | September 2022

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.

Nutmeg investor update | November 2022

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.

Nutmeg investor update | December 2022

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.

The Nutmeg Podcast | The fundamentals of ESG with Chuka Umunna

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.

Nutmeg investor update | January 2023

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.

Nutmeg investor update | February 2023

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

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.

Nutmeg investor update | April 2023

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.

Nutmeg investor update | May 2023

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.

Nutmeg investor update | June 2023

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.

The Nutmeg Podcast | Market myths and investment adages

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.

Nutmeg investor update | July 2023

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.

The Nutmeg Podcast | Saving and investing for the next generation

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.

Nutmeg investor update | August 2023

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.

Nutmeg investor update | September 2023

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.

The Nutmeg Podcast | Your pensions and retirement health check

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.

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