Political stability returns to the UK – what does that mean for your portfolio?
13 December 2019|3 min
We wake up this morning to the news that Boris Johnson and the Conservatives have won a commanding majority. Leaving aside the politics for now – at Nutmeg, we are politically neutral – what does this mean for your investments? Overall, we think it’s good news.
Deal or no deal? How we’re planning for Brexit
22 March 2019|3 min
The markets are always changing, shifting, evolving. That’s what the Nutmeg investment team finds fascinating about them, and why we offer our fully managed investment portfolios. But sometimes, events like Brexit cast a shadow of uncertainty across a longer period. We wanted to share how we plan for uncertain events and how we’re applying these principles to Brexit.
Bricks and mortar: sound investment or unstable foundations?
27 February 2019|5 min
Despite the English love affair with property as an investment, we’ve long held the view that the liquidity mismatch between what’s promised by commercial property funds and that of their underlying holdings should ring alarm bells for investors. As the FCA requests commercial property funds provide them with daily liquidity updates and warnings from the Financial Ombudsmen Service, more so than ever before, investors should be cautious.
A snap UK election – a smoother Brexit ahead?
20 April 2017|2 min
The next general election is now a mere seven weeks away. We believe the election pushes the balance of probability towards a smoother and perhaps even softer Brexit than before. Ironically, this is somewhat negative both for the FTSE 100 and UK government bonds.