Hear from Nutmeg's expert investment team.
Understand what's moving markets and how this impacts you, with regular updates on the state of the investing landscape, specialist views, and deep dives into asset classes, sectors and international markets.
Budget 2023: Changes ahead for pensions
15 March 2023|4 min
Chancellor Jeremy Hunt unveiled the government’s Budget today, which outlined its plans for spending and revenue raising from the next tax year and beyond. There were some significant changes to pensions announced, which could have an impact on the way you plan for retirement.
Nutmeg investor update: March 2023
10 March 2023|5 min
In this month’s investor update, James McManus, chief investment officer, answers questions around the impact of stubborn inflation, the anniversary of the start of the conflict in Ukraine, the latest Brexit deal, and of course, Nutmeg portfolio performance during February.
Why is the decline of the US dollar important to investors?
16 February 2023|5 min
The US dollar is the world’s reserve currency. It facilitates global trade, is integral to international business and supports the functioning of the broader economy. The euro, the Japanese yen and pound sterling are also major currencies, but none reign supreme as the dollar, which accounts for around 60% of central bank foreign currency reserves.
How should investors think about Europe in 2023?
9 February 2023|5 min
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.
Smart Alpha: The outlook for 2023
19 January 2023|6 min
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.
Autumn Statement 2022 at a glance: What it means for your investments
18 November 2022|5 min
Chancellor Jeremy Hunt has unveiled his Autumn Statement, with a number of changes to taxation and wages that will impact almost everyone’s personal finances in the UK. Here we outline some of the key takeaways and what it might mean for you.
Why mortgage rate rises are the ‘Big Bad Wolf’ for the UK housing market
27 October 2022|5 min
Mortgage rates have been trending higher over the past year, and this spiked more recently given unprecedented events in Westminster – the announcement, and subsequent U-turn, on fiscal expansion outlined in the Growth Plan. But what does this all mean for the housing market?
Government bond markets: Back to the future?
13 October 2022|9 min
Recent poor bond market performance has caught many by surprise; not least because bond-based investments are expected to have low long-term volatility. Here we explain how the events of 2022 came to be and lay out a framework for suggesting where government bond yields are likely to settle.
Making sense of the UK’s economic growth puzzle
26 September 2022|8 min
It’s fair to say that chancellor Kwasi Kwarteng’s mini-budget on 23rd September, with its tax-cutting and pro-growth agenda, has not been wholly welcomed by markets. The pound hit an all-time low against the dollar (at $1.03 on Monday 26th, its lowest since Britain went decimal in 1971), while bond markets have also slumped. So, what’s caused this angst, and how does this impact our investment strategy?