The Nutmeg team

In November, investors saw the outcome of the US election as positive for US stocks, but it was a different story for emerging market equities.

In October, investors were largely preoccupied with the Autumn Budget in the UK, and the closely run presidential election in the US. Most major asset classes were slightly weaker. 

The latest move from the Bank of England was no surprise, but the backdrop more broadly has shifted for policymakers. We look at what we believe investors can expect to see over the next few meetings.

We break down the main changes announced in the Autumn Budget 2024, and our team of expert financial advisers comment on what it could mean for investors.

We explain why consolidating pensions could make it easier for you to reach your retirement goals, and how to do it.

Brad Holland, Director of Investment Strategy, reviews market performance during September.

We explain the Monetary Policy Committee's approach and what this means for the coming months. 

Pacome Breton, Head of Portfolio Management, looks at 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. 

James McManus, Chief Investment Officer, looks at market performance in July. He covers what the earnings results from the second quarter have told us so far, and the latest interest rate decisions from major central banks.

We explore the recent volatility in global equity markets, how the Nutmeg team is reacting, and how to avoid the temptation to make any rash decisions.

James McManus, Chief Investment Officer, looks at market performance in June. He covers how we are currently positioned across our portfolios, and the opportunities that potential cuts in interest rates would bring.

Here we give an update on the Nutmeg Smart Alpha portfolios, powered by J.P. Morgan Asset Management, in terms of key holdings, and positioning for the months ahead.