Nutmeg Investment team

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.

The Bank of England (BoE) has cut interest rates for the first time since the start of the Covid pandemic, ending a year at 5.25% with a new rate of 5%. We explore what this means for the UK economy and investors, and how Nutmeg portfolios are positioned to deal with the change.

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.

Introducing our new quarterly update from the Nutmeg investment team - a short summary of the key events impacting markets and your portfolio during the first three months of 2024. 

We explain why we've added uranium exposure as an important investment in our Resource transformation Thematic portfolios.

We've rebalanced our managed investment portfolios