Investing

Us Brits love to talk about our homes and house prices but are sometimes more hesitant to talk about other investments. But can buying property really be compared to investing in stock markets? And which is better suited for you?  

The world of finance and investing can often seem confusing, cluttered and bloated with jargon. It needn’t be that way.

In line with Earth Day (22 April), with this year’s theme being ‘Invest in our planet’, it’s time to talk about the characteristics of socially responsible investing (SRI) and highlight the real difference that investors are making.  

Nutmeg client, James Rogers, shares the family history that led him down the path to choosing to invest in socially responsible portfolios for his pension.  

Kat Mann, head of PR and savings and investment specialist at Nutmeg, speaks with our chief investment officer, James McManus, about portfolio performance in March, a global equities recovery, a tougher time for bonds, and volatility in commodities markets.

It’s been a long journey, but governments in the developed world are beginning to withdraw policy stimulus. So, what has this journey looked like and what should you, the investor, expect next? 

The concepts behind exchange-traded funds (ETFs) and index-tracking funds are very similar. Both (in most cases) are created to track an index or market ‘passively’, and both are usually cheaper than traditional ‘active’ mutual funds. So why do we prefer ETFs at Nutmeg?  

The Nutmeg Smart Alpha portfolios, powered by J.P. Morgan Asset Management (JPMAM), are run collaboratively, combining our core investment principles with the in-house multi-asset capabilities of one of the world’s leading investment houses. Here, with the help of JPMAM’s expert analysts, we update you on recent performance of the portfolios and highlight some of the key holdings. 

Saving and investing used to be for scrooges and squares, but they’ve become pastimes for millions of people who know that being financially savvy is far from geeky – it’s the way to fund their best life. Strategising, maximising and squirrelling away more of their income has become a lifestyle for legions of younger Brits, helped along by online communities who share tips on having ‘no-spend’ days or weeks, growing their wealth through investment and potentially reaching complete financial freedom. 

When it comes to investing, there are plenty of cliches and old adages surrounding the so-called battle of the sexes. In the past, you may have seen headlines about women being too afraid to invest or too busy to invest, but is that really the case? And for the women who are investing – are they doing it better than their male counterparts?

Discover how Victoria managed her investment journey, the things she learned and the strategies she used to reach her long-term investment goals.

I grew up with a complete lack of a money mindset. I do not come from a wealthy or middle-class background and money conversations growing up rarely went beyond ‘how do we pay the basic bills?’ or a discussion on the lack of money in general.