J.P. Morgan Personal Investing

In our latest update, Pacome Breton, Head of Portfolio Management, looks at market performance in May, outlines some changes to the Nutmeg portfolios, and assesses the potential market impact of upcoming elections. About this update: This update was recorded on 4th June 2024. All figures, unless otherwise stated, relate to the month of May 2024. Source: MacroBond, Nutmeg and Bloomberg. Risk warnin...

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 val...

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 Marc...

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. Th...

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 investin...

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 Bloo...

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 Bloom...

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 ot...

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...

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...

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 misun...

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...

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 dow...

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...

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 i...

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...

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...

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...

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. Ri...

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...

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,...

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 Umu...

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 De...

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 de...

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...