Nutmeg investor update: February 2020
7 February 2020|7 min
The coronavirus outbreak has left its mark on equity markets. Travel restrictions have disrupted Chinese New Year celebrations, weighing on the tourism and consumer goods sectors. But it’s too soon to say if the outbreak will have an impact on global economies. News is more positive in the US, where companies are mostly beating expectations with their latest earnings reports.
Political stability returns to the UK – what does that mean for your portfolio?
13 December 2019|3 min
We wake up this morning to the news that Boris Johnson and the Conservatives have won a commanding majority. Leaving aside the politics for now – at Nutmeg, we are politically neutral – what does this mean for your investments? Overall, we think it’s good news.
Recession hysteria… hold on a minute!
23 August 2019|5 min
The increasing gridlock between the United States and China on trade has buffeted the global industrial production cycle. As a result, economies heavily weighted to industrial production, such as Japan, Germany and South Korea, could well slip into recession. Recently, the recession narrative has extended to the US as the shape of its yield curve has become negative (or inverted). But just hold on a minute!
The tariff man strikes again
7 August 2019|5 min
US–China trade talks had largely been perceived to be progressing steadily, albeit slowly, towards a resolution. However, the surprise announcement of a further round of US tariffs, and the weakening of the Chinese currency through a symbolic level make the case that a near term resolution will now be far from simple.
What can your portfolio do to tackle climate change?
9 July 2019|4 min
Sweltering heat in the south of France, the worst drought in living memory in parts of India, and the insidious retreat of ice floes and glaciers. As one Spanish meteorologist put it, while anticipating Europe’s recent heatwave, “Hell is coming.”
Running with the bull: the US equity market’s performance in context
16 October 2018|5 min
There’s been speculation in the investment world about how long the US equity bull market can last, with some suggesting it’s been the longest rally in the market’s history. But how long has this rally lasted exactly?
It’s USMCA, not YMCA! – the new NAFTA and what it means
9 October 2018|4 min
The trade agreements between the US, Mexico and Canada have dominated the news for much of this year, with a renegotiation of the North American Free Trade Agreement (NAFTA) finally being agreed in the last week. Here’s how the new United States-Mexico-Canada (USMCA) deal looks and what we think the likely impact will be.