In our latest update, Brad Holland, Director of Investment Strategy, explains what happened in financial markets in December and what to expect in 2025. About this update: This update was recorded on 7 January 2025. All figures, unless otherwise stated, relate to the month of December 2024. Source: MacroBond, Nutmeg and Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past performance and forecasts are not a reliable indicator of future performance. We do not provide investment advice in this update. Always do your own research.

Nutmeg Chief Investment Officer James McManus, walks us through how investors reacted to November's US election. Source: MacroBond, Nutmeg and Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past performance and forecasts are not a reliable indicator of future performance. We do not provide investment advice in this update. Always do your own research.

Pacome Breton, Nutmeg's head of portfolio management, reviews the earnings season, the outlook for inflation, and gives an update on the Nutmeg portfolios. About this update: This update was recorded on 5th March 2024. All figures, unless otherwise stated, relate to the month of February 2024. Source: MacroBond, Nutmeg and Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

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. About this update: This update was recorded on 6th February 2024. All figures, unless otherwise stated, relate to the month of January 2024. Source: MacroBond, Nutmeg and Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

It was a strong end to 2023 for both equities and bonds. Our head of portfolio management, Pacome Breton, discusses what's been behind this optimism, and outlines why interest rate cuts could feature in the 12 months ahead.  About this update: This update was recorded on 9th January 2024. All figures, unless otherwise stated, relate to the month of December 2023. Source: MacroBond, Nutmeg and Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

November was a strong month for equity markets as central banks appeared to hold steady on interest rates. In our final investor update of the year, Lauren and Brad look back on 2023, recapping the main themes for investors. About this update: This update was recorded on 5 December 2023. All figures, unless otherwise stated, relate to the month of November 2023. Source: MacroBond, Nutmeg and Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

Despite October proving to be another challenging month for investors, there are reasons to be positive about the outlook for the medium-term. Our chief investment officer James McManus, chats to Lauren about sources of investor optimism, and changes the investment team made to the Nutmeg portfolios in October.  About this update: This update was recorded on 7 November 2023. All figures, unless otherwise stated, relate to the month of October 2023. Source: MacroBond, Nutmeg and Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

In this episode, hosts Gary Shepherd and Kat Mann are joined by Nutmeg investment strategist, Scott Gardner, who talks all things thematic investing. Scott explores the ideas behind thematic investing, navigates the history of the style, and shares the reasoning behind the launch of Nutmeg’s new portfolio range. How did the team decide upon the themes? And who are the portfolios suitable for? The topics discussed in this podcast are for informational purposes only and should not be relied on for financial advice. As with all investing, your capital is at risk. Thematic investing carries specific risks and is not for everyone. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past performance is not a reliable indicator of future performance. Tax treatment depends on your individual circumstances and may be subject to change in the future.

In this month’s update, Pacome Breton, head of portfolio management reviews the state of the markets during September and discusses the decisions to pause on interest rate rises, both in the UK and the US. He also discusses the recent rise in oil prices, and the impact this has on different markets. About this update: This update was recorded on Tuesday 3rd October 2023. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

In our latest episode, host Gary Shepherd is joined by Nutmeg financial planner, Holly Graham, who shares with us her tips for planning for your retirement. The conversation covers steps to making use of tax-efficient pensions, and potentially combining these with other savings and investments. This pensions health check can help you prioritise, while avoiding some of the pitfalls and common misunderstandings people may have about their financial needs in later life. Useful websites mentioned in this podcast: UK Government pension tracker: https://www.gov.uk/find-pension-contact-details Investor Essentials: The power of compound returns: https://tinyurl.com/33r938bw The topics discussed in this podcast are for informational purposes only and should not be relied on for financial advice. As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. A pension may not be right for everyone and tax rules may change in the future. Please note that during any transfer, your investments will be out of the market. If you are unsure if a pension is right for you, please seek financial advice.

In this month's update, Pacome Breton, our head of portfolio management, answers questions on the volatile month of August, updates to the portfolios, and the relative outperformance of US markets in 2023 so far. About this update: This update was filmed on Tuesday 6th September 2023. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

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. About this update: This update was filmed on Tuesday 8th August 2023. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

Nutmeg's Head of Portfolio Management, Pacome Breton, walks us through the events that mattered to investors in October, and explains how markets reacted. About this update: This update was recorded on 5 November. All returns figures, unless otherwise stated, relate to the month of October. Source: Nutmeg, Macrobond, Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

In this episode, Nutmeg’s Kat Mann and Gary Shepherd discuss the options to help secure the financial futures of your children, grandchildren, or young dependents. Want to encourage putting their birthday or pocket money to better use? Do you want to be more tax efficient with their savings while taking advantage of higher interest rates currently on offer? And what about investing? What kinds of products are out there for you? Risk warning The topics discussed in this podcast are for informational purposes only and should not be relied on for financial advice. As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past performance is not a reliable indicator of future performance. Tax treatment depends on your individual circumstances and may be subject to change in the future.

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. About this update: This update was recorded on Tuesday 4th July 2023. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

In this episode, we’re talking market myths and investment adages. Should you really have ‘sold in May and gone away’? And what do passive investors mean when they talk about just ‘buying the haystack’? Nutmeg’s head of portfolio management, Pacome Breton, talks Gary Shepherd through his team’s data and research, challenging some market preconceptions while endorsing the truisms. Risk warning: The topics discussed in this podcast are for informational purposes only and should not be relied on for financial advice. As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past performance is not a reliable indicator of future performance.

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. About this update: This update was recorded on Tuesday 6th June 2023. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest.

In our latest investor update, Nutmeg director of investment strategy Brad Holland answers questions on the earnings reporting season and its impact on markets. He also talks about recent changes to the Nutmeg fully managed and socially responsible portfolios which means they are no longer underweight government bonds. About this update: This update was filmed on Tuesday 9th May 2023. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

March was an eventful month for markets as concerns about some parts of the global banking system heightened volatility, while persistent inflation data encouraged central banks to raise interest rates once again. Pacome Breton, head of portfolio management at Nutmeg, talks us through the month in our latest investor update. About this update: This update was recorded on Tuesday 4th April 2023. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

After a strong start to the year, investors got a reality check in February, as inflation remained high, pressure increased on central banks to keep raising interest rates, and markets dipped. James McManus, chief investment officer at Nutmeg, brings you our investment team’s analysis of markets and portfolio performance in our latest investor update. About this update: This update was recorded on 7th March 2023. All figures, unless otherwise stated, relate to the month of February 2023. Source: MacroBond, Nutmeg and Bloomberg. As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

Markets rallied strongly in January, but which regions were the standout performers? And are there reasons for optimism for policymakers, despite ongoing recessionary fears? Pacome Breton, head of portfolio management at Nutmeg, presents the investment team’s views in our latest investor update. About this update: This update was recorded on 7th February 2023. All figures, unless otherwise stated, relate to the month of January 2023. Source: MacroBond, Nutmeg and Bloomberg. As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

In this episode, we explore a theme that’s omnipresent today within the world of personal finance, that is environmental, social and corporate governance – the acronym being ESG. It’s all about understanding and measuring the behaviour of companies and how they engage with their customers, employees, communities, and us as investors. Nutmeg’s James McManus and Gary Shepherd are joined by Chuka Umunna, former shadow secretary of state for business, innovation and skills, and now head of EMEA ESG and green economy investment banking at JP Morgan. Join us as we explore what ESG really means for investors, as well as hearing from Chuka’s experience of his recent trip to COP 27 in Egypt. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest.

Making sense of a volatile end to a volatile year in 2022, and an update on the trades made in December to position Nutmeg portfolios going into 2023. Brad Holland, director of investment strategy, presents our investment team’s current views in our latest investor update. About this update: This update was filmed on 9th January 2023. All figures, unless otherwise stated, relate to the month of December 2022. Source: MacroBond, Nutmeg and Bloomberg. As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

Brad Holland, Director of Investment Strategy, talks investors through market movements in September, including central bank announcements from China and the US, and how it affected Nutmeg portfolios. About this update: This update was recorded on 8 October. All returns figures, unless otherwise stated, relate to the month of September. Source: Nutmeg, Macrobond, Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

It was a positive November overall for markets, but how are central banks combating stubborn, rising inflation? And, with images of protests against Covid restrictions in China being broadcast globally, is the world’s largest trading economy really opening up again for business? Gary Shepherd, investment writer at Nutmeg, speaks with our chief investment officer, James McManus, about the latest developments, and changes made to the Nutmeg portfolios. About this update: This update was filmed on 6th December 2022. All figures, unless otherwise stated, relate to the month of November 2022. Source: MacroBond, Nutmeg and Bloomberg. As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

Have you seen a financial adviser? Only 8% of people in the UK have seen a financial adviser, despite the potentially life changing decisions people face with their finances. Annabelle Williams and Kat Mann are joined by Nutmeg financial planner, Chris Liebetrau, to discuss what to expect from financial planning, how it might be able to help you and when's the right time to think about speaking to a professional. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest.The topics discussed in this podcast are not to be relied on for financial advice, but are intended as an aid to decision making.

Making sense of bond market moves, falls in energy prices, and why strong labour markets give reason for optimism on the global economy. Paul Hillis, a senior wealth manager at Nutmeg, speaks with director of investment strategy Brad Holland about the latest economic and market developments, as well as outlining changes in the Nutmeg portfolios. About this update: This update was filmed on 1st November 2022. All figures, unless otherwise stated, relate to the month of October 2022. Source: MacroBond, Nutmeg and Bloomberg. As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

How markets have responded to the chancellor’s mini-budget, and what this has meant for client portfolios, as well as suggestions that the UK is not in recession as previously thought. Nutmeg investment writer, Gary Shepherd, speaks with chief investment officer, James McManus, about these developments and the Nutmeg portfolios. About this update: This update was filmed on 3rd October 2022. All figures, unless otherwise stated, relate to the month of September 2022. Source: MacroBond, Nutmeg and Bloomberg. As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance

Annabelle Williams, personal finance specialist at Nutmeg, and Kat Mann, savings and investment specialist at Nutmeg, are joined by Alice Tapper, financial campaigner and educator and founder of financial education platform, GoFundYourself. The conversation focuses on attitudes and behaviours toward pensions, talking to friends and family about retirement aspirations, and how to help people achieve the retirement they want. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest.

Why markets rallied in July, despite raised fears of recession, and the latest in central banks’ stance against rising inflation. Dissecting the early results from the all-important earnings season, and the changes the investment team have made to Nutmeg portfolios. Annabelle Williams, personal finance specialist at Nutmeg, joins chief investment officer, James McManus, for a full run through. About this update: This update was filmed on 8 August 2022. All figures, unless otherwise stated, relate to the month of July 2022. Source: MacroBond, Nutmeg and Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

Investors and economists consistently talk about bonds, but what exactly are they, what’s their history, and why are they still such an important part of multi-asset portfolios today? Kat Mann, (savings and investment specialist at Nutmeg), and Gary Shepherd (investment writer), as well as guest Brad Holland (director of investment strategy), discuss all things fixed income, including why bonds are the Woody to equity’s Buzz in the big-screen world of global markets. Join us for episode three of The Nutmeg Podcast. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest.

Why the FTSE 100 is holding up better relatively than other global markets, and the consequence of rising bond yields. We’ll be discussing this and updating you on the latest trades in the Nutmeg portfolios in the investor update for July. Tapas Sharma, head of brand design, joins director of investment strategy, Brad Holland, for a full run-through. About this update: This update was filmed on 5 July 2022. All figures, unless otherwise stated, relate to the month of June 2022. Source: MacroBond, Nutmeg and Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

The ‘R’ word is back in the news agenda, but what exactly is an economic recession? And is one really inevitable this year? Annabelle Williams (personal finance specialist at Nutmeg) and Gary Shepherd (investment writer), as well as guest James McManus (chief investment officer), discuss what history has taught us about past downturns, the self-correcting nature of economies, and how a recession could actually bring down inflation. Join us for episode two of The Nutmeg Podcast. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest.

In our latest update, Pacome Breton, Chief investment Officer, outlines financial market performance in August, the causes of the early August market correction, as well as the implications of the Jackson Hole Symposium of Central Bankers. About this update: This update was recorded on 3rd September 2024. All figures, unless otherwise stated, relate to the month of August 2024. Source: MacroBond, Nutmeg and Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past performance and forecasts are not a reliable indicator of future performance. We do not provide investment advice in this update. Always do your own research.

How a late flourish helped stabilise equity and bond markets in May, and why headline data points to the month having been a pivotal point in the inflation story of 2022. We’ll be discussing this and updating you on changes in the Nutmeg portfolios in the Investor Update for June, which is now available. Investor writer, Gary Shepherd, joins chief investment officer, James McManus in the latest investor update. About this update: This update was filmed on 7 June 2022. All figures, unless otherwise stated, relate to the month of May 2022. Source: MacroBond, Nutmeg and Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

Ever heard of Burgernomics or Freddonomics? Kat Mann (savings and investment specialist at Nutmeg) and Gary Shepherd (investment writer), as well as guest Brad Holland (director of investment strategy), discuss how these iconic treats are used to take the inflationary temperature. We discuss the factors that are leading to significant increases in inflation in 2022. Join us for episode one of The Nutmeg Podcast. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest.

Why US tech stock performance has raised fears of a bear market in equities, yet some of the UK’s largest companies remained buoyed in April by energy price rises and a cheaper pound. We’ll be discussing the current scenario and updating you on the performance of Nutmeg portfolios over the past month in the latest investor update. Paraplanner Matthew Smith speaks with director of investment strategy Brad Holland for a full run-through. About this update: This update was filmed on 9 May 2022. All figures, unless otherwise stated, relate to the month of April 2022. Source: MacroBond, Nutmeg and Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

After starting the month down, equity markets had largely rebounded by the end of March – but which performed the best? How is rising inflation impacting bond markets? And what’s happening in the world of commodities? We’ll be discussing the current scenario and updating you on the performance of Nutmeg portfolios over the past month in the latest investor update. Kat Mann, head of PR and savings and investment specialist at Nutmeg, speaks with our chief investment officer, James McManus, for a full run through. About this update: This update was filmed on 5 April 2022. All figures, unless otherwise stated, relate to the month of March 2022. Source: MacroBond, Nutmeg and Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

In a month which saw the long-feared invasion of Ukraine by Russia, what has this meant for equities, bonds, and commodities markets? And how have index providers worked to remove Russian exposure from their indices? We’ll be discussing the current scenario and updating you on the performance of Nutmeg portfolios over the past month in the latest investor update. Tapas Sharma, head of brand design at Nutmeg, joins our director of investment strategy Brad Holland for a full run through. About this update: This update was filmed on 7 March 2022. All figures, unless otherwise stated, relate to the month of February 2022. Source: MacroBond, Nutmeg and Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

How more urgency from the US Federal Reserve to act quicker to combat rising inflation has led to turbulent markets in the first weeks of 2022, and a fresh look at China back in the global spotlight. We’ll be discussing this and updating you on the performance of the Nutmeg portfolios over the past month in the latest investor update. Annabelle Williams, personal finance specialist at Nutmeg, joins our chief investment officer, James McManus. About this update: This update was filmed on 7 February 2022. All figures, unless otherwise stated, relate to the month of January 2022. Source: MacroBond, Nutmeg and Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

A positive end to 2021 for stock markets, a Bank of England rate rise, and the US Federal Reserve’s forward guidance for 2022 in the face of inflationary pressures. We’ll be discussing this and updating you on the performance of Nutmeg portfolios over the past month in the latest investor update. Gina Castellheim, PR executive at Nutmeg, joins our director of investment strategy, Brad Holland. About this update: This update was filmed on 11 January 2022. All figures, unless otherwise stated, relate to the month of December 2021. Source: MacroBond, Nutmeg and Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

Market reaction to the Omicron variant, possible interest rate rises, and the impact of inflation. We’ll be discussing this and updating you on the performance of Nutmeg portfolios over the past month in the latest investor update. Beth Igglesden, client services associate at Nutmeg joins our chief investment officer, James McManus. About this update: This update was filmed on 03 December 2021. All figures, unless otherwise stated, relate to the month of November 2021. Source: MacroBond, Nutmeg and Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

A rebound for equity markets from September, concerns over inflation coinciding with slowing economic growth and a look at the third quarter earnings season for big tech. We discuss all this, and updating you on the performance of Nutmeg’s portfolios over the last month. Investment writer, Gary Shepherd, joins director of investment strategy, Brad Holland, in our latest investor update. About this update: This update was filmed on 02 November 2021. All figures, unless otherwise stated, relate to the month of October 2021. Source: MacroBond, Nutmeg and Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

September was the first month of negative global equity returns since January, with notable movement in bond markets and concern over the US debt ceiling. Chris Tobias, head of design at Nutmeg joins our chief investment officer, James McManus to discuss all this, and update you on the performance of Nutmeg’s portfolios over the during September 2021. About this update: This update was filmed on 04 October 2021. All figures, unless otherwise stated, relate to the month of September 2021. Source: MacroBond, Nutmeg and Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

In our latest update, James McManus, Chief investment Officer, outlines financial market performance in July, results from the start of the second quarter reporting season, and the latest decisions from major central banks on interest rates. About this update: This update was recorded on 6th August 2024. All figures, unless otherwise stated, relate to the month of July 2024. Source: MacroBond, Nutmeg and Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past performance and forecasts are not a reliable indicator of future performance.

Peak holiday season, inflation firmly on investors’ minds and chip shortages that are creating issues with global supply chains. We discuss all this as well as the performance of Nutmeg’s portfolios. The full Nutmeg investor update for September is now available. Shaun Stone, a senior technical lead here at Nutmeg, is joined this month by our director of investment strategy, Brad Holland. About this update: This update was filmed on 06 September 2021. All figures, unless otherwise stated, relate to the month of August 2021. Source: MacroBond, Nutmeg and Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

Our monthly market update for August 2021 takes a close look at a crackdown on tech companies in China, a bumper Q2 earnings season in the United States and Europe and a return of some equity market volatility. We discuss all this as well as the performance of Nutmeg’s portfolios and whether or not an equity bubble is on the horizon. This month's update features Holly Graham, senior wealth manager, and she is joined by our chief investment officer, James McManus. About this update: This update was filmed on 03 August 2021. All figures, unless otherwise stated, relate to the month of July 2021. Source: MacroBond, Nutmeg and Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

In this month’s investor update, our marketing director, Grant Warnock, speaks with our chief investment officer, James McManus, about the impact of the delay to lockdown easing in the UK, inflation and the outlook for global markets, as well as our portfolio performance. About this update: This update was filmed on 05 July 2021. All figures, unless otherwise stated, relate to the month of June 2021. Source: MacroBond, Nutmeg and Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

In our latest update, James McManus, Chief investment Officer, looks at market performance in June. He outlines how Nutmeg portfolios are positioned for the second half of the year, and assesses the prospects for interest rate cuts from major central banks. About this update: This update was recorded on 2nd July 2024. All figures, unless otherwise stated, relate to the month of June 2024. Source: MacroBond, Nutmeg and Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.

In our latest update, Pacome Breton, Head of Portfolio Management, looks at market performance in May, outlines some changes to the Nutmeg portfolios, and assesses the potential market impact of upcoming elections. About this update: This update was recorded on 4th June 2024. All figures, unless otherwise stated, relate to the month of May 2024. Source: MacroBond, Nutmeg and Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past or future performance indicators are not a reliable indicator of future performance.