Market insights

The Nutmeg investment team has reduced exposure to Chinese equities, preferring instead to put money to work in other emerging markets. Here's why. 

Introducing our new quarterly update from the Nutmeg investment team - a short summary of the key events impacting markets and your portfolio during the first three months of 2024. 

James McManus, Nutmeg's Chief Investment Officer, explains why March was a strong month for UK equities, and global markets as a whole. 

We explain why we've added uranium exposure as an important investment in our Resource transformation Thematic portfolios.

The US has led the way for the global economy in recent years, while stellar performance from giant technology companies has supported markets. We explore what characteristics set the US apart, explaining why we are overweight US equities in Nutmeg portfolios.

Pacome Breton, Nutmeg's head of portfolio management, reviews the earnings season, the outlook for inflation, and gives an update on the Nutmeg portfolios.

Since 2009, emerging market equities have lagged behind their developed market peers. Why is this the case? And what does it mean for investors going forwards? We look at the story behind the data.

To help you take full advantage of your ISA and pension allowances before the end of the 2023/24 tax year, here’s your guide to the key dates you should know ahead of the deadline at 23:59:59 on Friday 5th April 2024.  

Nutmeg's chief investment officer, James McManus, reviews January’s market performance and dives into recent developments in China as we enter the Year of the Dragon on 10th February. 

If you're not quite ready to invest, but want to make use of this tax year's allowance before the 5th April deadline, our cash pot could help you drip-feed money into markets on a regular basis or when it suits you best.  

Following an extraordinary rate-hiking cycle, interest rates look set to be lowered in 2024. We explore what this could mean for investors in the months ahead.

Smart Alpha portfolios, powered by J.P. Morgan Asset Management, give Nutmeg clients access to a diversified and actively managed combination of passive and innovative active ETFs. Here we outline some of the main points of focus for the year ahead from J.P. Morgan Asset Management.