James is chief investment officer at Nutmeg, having joined in 2015 from Coutts & Co. A self-confessed ETF geek, James is regularly quoted in the national and industry press and has been voted one of Private Asset Manager’s ‘Top 40 under 40’ in each of the last three years. James holds a BSc in International Business from Nottingham Business School, the CFA UK Investment Management Certificate, and the CFA Certificate in ESG Investing. He can be found tweeting @j_a_mcmanus
Why we’re no longer underweight government bonds
5 May 2023|5 min
After a torrid year for government bonds in 2022, there’s been more positive signs from the asset class so far this year. We explain what’s changed, and why the Nutmeg investment team is no longer underweight the asset class versus our risk benchmarks.
2022: Not all years are equal for investment returns
20 October 2022|7 min
A year of poor returns so far in 2022 has left investors with few places to hide across global financial markets, but while portfolios may be down, investors should heed the lessons of the past when thinking about their longer-term financial goals.
How we are guiding portfolios through the current market volatility
5 July 2022|6 min
As we entered 2022, we spoke about the need for investors to brace for a more volatile market environment, after a period of relatively muted volatility in 2021. We knew also that central banks globally were beginning to shift away from record-low interest rates towards a normalisation in policy, an act that history informs us tends to be volatility-inducing as investors adjust to the new regime.
How socially responsible investing is making a real difference to our planet
22 April 2022|5 min
In line with Earth Day (22 April), with this year’s theme being ‘Invest in our planet’, it’s time to talk about the characteristics of socially responsible investing (SRI) and highlight the real difference that investors are making.
Beyond the January jitters – 2022’s market volatility explained
10 February 2022|8 min
While it’s easy to picture loosened ties on a busy trading floor as shellshocked brokers sweat over red digits on stacked screens, serious market movements are these days more often triggered by scheduled announcements made in more austere environments.
Three years of socially responsible investing at Nutmeg
17 December 2021|6 min
Just over three years have passed since we launched our socially responsible portfolios, setting out to offer our clients a way to invest in a managed portfolio that incorporates environmental, social and governance (ESG) criteria, while still adhering to the core investment principles we believe are most critical to an investor’s long-term success.
Special Report: Climate risks and consequences
28 October 2021|19 min
In the second of our series looking at the medium-term structural shifts that global investment assets will be exposed to, we focus on climate and natural resource disruption, and the risks and opportunities these can create for the global economy and investors in the decades ahead.
Supply and demand: the Covid effect
25 August 2021|10 min
Over the past 30 years, global manufacturing supply chains have become more complex and more integrated as globalisation gathered pace and global trade volumes surged. The western world has become accustomed to sourcing raw materials and finished goods from emerging markets, where cheap labour and low freight costs made offshoring supply chains attractive in a world of increasing cost pressure.
How GameStop has shown the value of long-term investing
16 February 2021|6 min
The dust has settled on the GameStop story but we feel its legacy will be felt for some time. It wasn’t the victory for the small rebel investor against the titans of finance that many wanted us to believe – the reality is a lot of small investors will have lost their money and their faith in the markets.