The Economy

In this month's update, Pacome Breton, head of portfolio management here at Nutmeg, answers questions on market performance, the volatile month of August, and changes we have made to your portfolios.

In this month’s update, Nutmeg’s director of investment strategy, Brad Holland, answers questions on market performance, the risk-on sentiment in July, and how the global economy has so far managed to avoid recession.

With rising interest rates, the process of getting a mortgage and buying a home is getting trickier. We offer some tips to help you get your foot through the front door, whether you buy now or invest for later.

In this month’s update, Nutmeg’s head of portfolio management, Pacome Breton, answers questions on the global inflationary outlook, the latest economic data from the UK and the rest of the world, as well as giving an update on the performance of equity and bond markets in June. 

We assess what drove markets in the first half of the year and consider how the rest of 2023 may play out for investors

As the twin pillars of multi-asset investing, a well thought out mix of equities and bonds is core to building diversified portfolios. Recent behaviour of both asset classes is providing some compelling reasons for investor optimism.

In this month’s update, Nutmeg’s chief investment officer, James McManus, outlines how the UK appears to be lagging other countries when it comes to controlling inflation, while also updating us on the latest from China as it continues to work its way back to full capacity.

We all know that investing carries risk. Understanding the different types can make you a better investor.

Once again, US policymakers have reached a stalemate over how much the US government can borrow. Here, we explain what it means for investors 

In this month’s investor update, director of investment strategy Brad Holland answers questions on the earnings reporting season and its impact on markets, and recent changes to the Nutmeg portfolios which have seen us ‘neutralise’ our positioning in bonds. 

After a torrid year for government bonds in 2022, there’s been more positive signs from the asset class so far this year. We explain what’s changed, and why the Nutmeg investment team is no longer underweight the asset class versus our risk benchmarks.  

Have you looked at your portfolio and wondered what ‘bonds’ are? This article will tell you everything you need to know to better understand this asset class – and the shape of your returns.