Investing

Today, January 29th, Pacific Gas & Electric (PG&E) filed for bankruptcy in the US, as its potential liabilities relating to California wildfires continued to mount. We explore whether ESG research picked up the risks to the firm’s stability long before they emerged in financial terms.

If you follow stock markets closely you may have heard the term buybacks before. Here we explain what it means, who’s involved and what impact it can have on stock markets.

We recently launched a range of socially responsible investment portfolios, that consider environmental, social and governance (ESG) issues alongside traditional investment metrics. But why should investors consider ESG and how can it identify risks and opportunities?

We recently launched a radically transparent new approach to portfolio scoring because, even as investment professionals, we often found it difficult to understand the true impact of ‘sustainable’ or ‘ethical’ investment strategies. Here’s a guide to help you understand how the scores add up.

John Authers, formerly of the Financial Times but now at Bloomberg, conducts an annual assessment of what investment strategy would have worked in the past year, for the fictitious hedge fund ‘Hindsight Capital’ employing something we might all wish we could use to make decisions – perfect hindsight. Here’s how it panned out for 2018.

In markets, when there are very light trading volumes as we often see in the final ten days of December, we can experience exaggerated price changes. We’ve seen this play out in the last few days and it has resulted in a wild ride in markets, with a distinct lack of pre-Christmas cheer.

Twelve months ago, cryptocurrencies such as Bitcoin were the talk of financial markets and news outlets alike, as prices increased and their disruptive qualities were discussed. But many investors speculated a bubble may be forming in cryptocurrency prices. So how have they fared since then?

Pound cost averaging sounds complicated, but the unwieldy term describes a very simple process.

We believe Nutmeg has always led the wealth management industry on transparency – from portfolio performance to costs and charges, we’ve always prided ourselves on making sure you understand your investments.

For some time now, our customers have been asking us to help them invest in line with their values. We know that values are inherently personal, so we wanted to be sure we could truly offer something that would work for a broad range of investors, without compromising performance.

Seasonality can be an important theme in the markets, and October can often prove to be a tricky month. This particular October joins a much broader roll call of bad months for global markets. Here’s a look back at how the story unfolded and what it means for markets over the weeks and months to come.

Since our October investor update, we’ve seen some volatility in the markets. We wanted to give you another update, this time looking at what’s happened in the UK and what we think is behind this unsettled picture.