Investing

The Nutmeg Smart Alpha Portfolios, powered by J.P. Morgan Asset Management, are a combination of elements of both active and passive investing. Here we give an overview of some of the underlying investments that have impacted performance this year, as well as an outlook for the rest of 2023.

In this month’s update, Nutmeg’s head of portfolio management, Pacome Breton, answers questions on the global inflationary outlook, the latest economic data from the UK and the rest of the world, as well as giving an update on the performance of equity and bond markets in June. 

We assess what drove markets in the first half of the year and consider how the rest of 2023 may play out for investors

Harry Markowitz, the celebrated creator of Modern Portfolio Theory, died recently aged 95. In tribute, here are some of his lessons in diversification that all investors can take heed of, preceded by quotes from the man himself.

As the twin pillars of multi-asset investing, a well thought out mix of equities and bonds is core to building diversified portfolios. Recent behaviour of both asset classes is providing some compelling reasons for investor optimism.

In this month’s update, Nutmeg’s chief investment officer, James McManus, outlines how the UK appears to be lagging other countries when it comes to controlling inflation, while also updating us on the latest from China as it continues to work its way back to full capacity.

While the thought of having such a substantial sum to invest may seem implausible for most, there may nevertheless be occasions when you could be in the position to put a large amount of money to work. If that’s the case, here’s what you should consider. 

We all know that investing carries risk. Understanding the different types can make you a better investor.

Volatility is a term frequently used when talking about investments, but what exactly is it? Can it be avoided? And what can investors do during times of market turbulence?  

As the market for exchange-traded funds (ETFs) continues to grow, new products and trends are emerging. Our investment team share how they pick from what is becoming an increasingly crowded marketplace.  

In this month’s investor update, director of investment strategy Brad Holland answers questions on the earnings reporting season and its impact on markets, and recent changes to the Nutmeg portfolios which have seen us ‘neutralise’ our positioning in bonds. 

The world of investing can be complex, but there are certain principles that can aid us all. Whether you have £1,000 or £1m to put to work, the following six behaviours will stand you in good stead in the years to come.