The Economy

In today’s environment of rising inflation and interest rates, which might be the best option for you – a stocks and shares ISA, a cash ISA, a savings account, or all three?  

In this month’s investor update, head of portfolio management Pacome Breton, answers questions on the health of the banking sector, why central banks are torn on future policy, and the performance and positioning of Nutmeg portfolios.  

While we may be living through tough times economically, if you can afford to, investing more each month could accelerate you towards your investment goals.  

After a positive start to 2023, global markets and investors are preparing for some further stock market volatility. Here, we look at what’s behind equity market fluctuations this week and provide an update from the Nutmeg investment team. 

Look beyond the disquieting headlines around the health of the UK economy, and some of our largest multinational companies are thriving.  

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. 

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. 

We have long held the view that the potential rewards from investing in commercial property funds are not worth the risk involved. Over the past 12 months, the challenges facing the commercial property sector have been heightened. Here, we revisit why we avoid this asset class.

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.  

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.

In this month’s investor update, Paul Hillis, a senior wealth manager at Nutmeg, speaks with director of investment strategy, Brad Holland, about making sense of recent movement in the bond markets, and the falls in energy prices that we’ve seen since the summer. They also discuss why strong labour markets give reason for optimism on the global economy, as well as changes to the Nutmeg fully managed portfolios.  

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?