Nutmeg Investment team

Financial markets experienced heightened volatility coming into the spring months as wide-ranging US tariffs were announced. Since then, the investing backdrop has steadied somewhat, with the direction for global trade starting to become slightly clearer. However, a level of uncertainty remains. This page is where we are keeping investors up to speed with key developments and our investment team's views.

Volatility is a term frequently used when talking about investments, but what exactly is it? How can it be managed? And what can investors do during times of market turbulence such as the one we are experiencing now?

The first quarter of 2025 has been a bumpy ride for investors, and at this stage it looks like volatility will continue for a while yet. We review the key events that have moved markets and your portfolio.

In Q4, markets couldn't quite match the energy of previous quarters, but overall, most investors will reflect on 2024 as a good year. These are the key events that have moved markets and your portfolio. 

Our investment team give their views ahead of the new year

We take a look at the latest round of corporate reporting, what kind of picture it paints for investors, and dive into why earnings season matters so much in the first place.

The 2024 US presidential election is now over and Donald Trump is set for a second term as US President. We explain what markets are saying about the election, and why history suggests the election outcome is unlikely to change very much for investors' long-term plans.  

Investors grew more optimistic over the third quarter. Here we explain why, summarising the key events that impacted markets, and how they affected your portfolio during Q3 2024. 

In this article we discuss the factors underpinning fears of a US recession, alongside the economic indicators that have led us to a more optimistic outlook.

Socially responsible investing is a popular choice for those wanting to invest in line with their values, but how does performance stack up, and is it the right approach for you?

Positive global growth helped equities, while government bonds were hurt by delayed interest rate cuts. Here's our summary of the key events impacting markets and your portfolio during the second quarter of 2024. 

One of the most common questions we're asked at Nutmeg is 'when is a good time to invest?'. Here we outline our view, backed by some compelling data around long-term investments.