The Nutmeg team

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.

Pacome Breton, head of portfolio strategy, reviews market performance in May. He outlines some changes we've brought into the portfolios, and assesses the potential market impact of upcoming elections. 

This year may well be defined by its elections, but how are investors impacted by who sits in 10 Downing Street or The White House?

The European Central Bank (ECB) has become the first of the 'big three' to cut interest rates since the start of the Covid pandemic, its deposit rate cut by 0.25% to 3.75%. We discuss what this means for investors and how Nutmeg portfolios are investing in Europe. 

Prime minister, Rishi Sunak, has had his request to dissolve parliament approved with a general election set for 4th July. Why now, and what does this mean for investors?

Nutmeg's introduction to inflation and interest rates, how they are linked and what they mean for investors. This is a handy resource to help you see today's trends in context. 

Brad Holland, Director of Investment Strategy, reviews market performance during April, and outlines recent changes the team has made to Nutmeg portfolios.

James McManus, Nutmeg's Chief Investment Officer, explains why March was a strong month for UK equities, and global markets as a whole.