Investing

European markets have had a strong start to the year. The MSCI EMU index gained almost 10% in January, as investors returned to the region, recession fears receded, and market optimism rose. However, Europe may continue to face significant headwinds throughout the year and beyond.  

Last year was difficult for emerging market equities, but there are indications that performance could improve in 2023, and the case for long-term allocation to this asset class remains undimmed. 

Equities, alongside bonds, will more than likely make up a significant part of your investment portfolios, but what are they? How do funds such as exchanged-traded funds (ETFs) invest in them? And how can you see exactly which companies your portfolios hold?

After a brutal 2022, bonds are back in business. Central banks are coming to the end of their tightening cycles, inflation is starting to moderate, and market optimism is slowly returning. Challenges and uncertainties remain, but could the stage be set for a bond rally later this year? Here, we explore what a bond renaissance could meansfor investors and the Nutmeg portfolios. 

Whether you are new to the world of investing, or someone who has been putting their money to work for many years, the end of the tax year is an opportunity to the make the most of the benefits available and take steps towards your future goals.  

The Nutmeg Smart Alpha portfolios, powered by J.P. Morgan Asset Management, combine our core investment principles with the in-house multi-asset capabilities of one of the world’s leading investment houses. Fresh into 2023, we invited Hugh Gimber, a global market strategist from the market insights team at J.P. Morgan Asset Management, to answer some key questions as to the team’s outlook for the 12 months ahead.

In this month’s investor update, Brad Holland, Nutmeg director of investment strategy, reflects on how the theme of inflation, and subsequent central bank policy, defined 2022 and will continue to shape investors’ thinking in the year ahead. Brad also talks more specifically around the trades that his team made in December, and highlights what to watch out for in 2023. 

Persistent high inflation – particularly in food and energy prices – has impacted us all, while market volatility caused by wider global uncertainty, made for a difficult 2022 for investors. With higher prices looking set to remain and a number of factors that could result in ongoing market uncertainty in the coming months, we set out tips to get the most from your investments and keep you on track to meet your long-term financial goals.

When considering a socially responsible investment (SRI) portfolio, it’s natural to have questions. Some people want to know how performance is likely to compare with non-SRI investments, while others want to know how we measure and score our socially responsible portfolios. In this blog we answer some common queries. 

Mince pies, mistletoe, and mulled wine are just some of the seasonal delights many of us enjoy in the run up to Christmas. Some people believe that equity markets also get into the festive spirit in December, experiencing a phenomenon known as a ‘Santa Rally’. But is it really – or just a popular myth?  

In this month’s update, Gary Shepherd, investment writer at Nutmeg, speaks with our chief investment officer, James McManus, about a positive November overall for markets. Topics include the current outlook for inflation, recession, and the latest from China where Covid restrictions are being partially lifted.  

Whether you’re in your twenties and just starting to explore investing or in your fifties and lucky enough to have paid off your mortgage, our life moments map aims to help you understand your financial options at each stage of life. We look at the products available to you, and how you may want to steer your investment goals.