J.P. Morgan Personal Investing
Episodes
Investor Update - June 2026
04 Jun 2026
Contributed by Lukas
In our latest investor update video, Bola Onifade, Portfolio Manager, answers questions on the key financial market developments of the last month. A...
Investor Update - May 2026
08 May 2026
Contributed by Lukas
In our latest investor update video, Pacome Breton, Head of Portfolio Management, answers questions on the key financial market developments of the la...
Investor Update - April 2026
09 Apr 2026
Contributed by Lukas
In our latest investor update video, Scott Gardner, Investment Strategist, answers questions on the key financial market developments of the last mont...
Investor Update | March 2026
06 Mar 2026
Contributed by Lukas
In our latest investor update, Pacome Breton, Head of Portfolio Management, explains what moved global financial markets in February, and how the J.P....
Investor update | February 2026
06 Feb 2026
Contributed by Lukas
In our latest investor update, Director of Investment Strategy Brad Holland recaps a busy January and explains what has been driving financial markets...
Investor update | January 2026
12 Jan 2026
Contributed by Lukas
In our latest investor update, Portfolio Manager Bola Onifade reviews how markets rounded out 2025, and unravels the bond market clues that might hint...
Annual investment outlook | 2026
17 Dec 2025
Contributed by Lukas
In our 2026 investment outlook, we set out our key investment themes for the coming year. Our wealth experts also provide their key takeaways for the ...
Investor update | November 2025
13 Nov 2025
Contributed by Lukas
In our latest investor update, Brad Holland, Director of Investment Strategy, reviews a positive month for global equities and explains why we saw suc...
Nutmeg Investor Update | October 2025
09 Oct 2025
Contributed by Lukas
In our October investor update, Pacome Breton, Head of Portfolio Management, explains why investor enthusiasm over the Federal Reserve's September rat...
Nutmeg Investor Update | September 2025
05 Sep 2025
Contributed by Lukas
In our latest investor update, Brad Holland, Director of Investment Strategy, takes a look at what moved financial markets in August and explains how ...
Nutmeg Investor Update | August 2025
08 Aug 2025
Contributed by Lukas
In our latest Investor Update, James McManus, Head of Investments, takes a look at financial markets in July and explains how portfolios are positione...
Nutmeg investor update | July 2025
11 Jul 2025
Contributed by Lukas
In our latest investor update, Pacome Breton, Head of Portfolio Management, takes a look at financial markets in June, and reflects on the first half ...
Nutmeg investor update | June 2025
06 Jun 2025
Contributed by Lukas
In our latest investor update, Brad Holland, Head of Investment Strategy outlines the adjustments the Nutmeg investment team is making to portfolios, ...
Nutmeg Investor Update | May 2025
09 May 2025
Contributed by Lukas
In our latest investor update, Pacome Breton, Head of Portfolio Management, takes a step back to review what has happened in a very busy month, and ou...
Nutmeg investor update | April 2025
11 Apr 2025
Contributed by Lukas
In our latest investor update, Brad Holland, Head of Investment Strategy, talks tariffs, increased uncertainty for investors, and how the investment t...
Nutmeg investor update | March 2025
07 Mar 2025
Contributed by Lukas
In our March update, James McManus, Head of Investments, explains what happened in financial markets in February and how the Nutmeg investment team is...
Nutmeg investor update | February 2025
07 Feb 2025
Contributed by Lukas
In our February update, Nutmeg's Head of Portfolio Management, Pacome Breton, walks us through the most important news for markets and how they respon...
Nutmeg investor update | January 2025
10 Jan 2025
Contributed by Lukas
In our latest update, Brad Holland, Director of Investment Strategy, explains what happened in financial markets in December and what to expect in 202...
Nutmeg investor update | December 2024
06 Dec 2024
Contributed by Lukas
Nutmeg Chief Investment Officer James McManus, walks us through how investors reacted to November's US election. Source: MacroBond, Nutmeg and Bloomb...
Nutmeg investor update | November 2024
08 Nov 2024
Contributed by Lukas
Nutmeg's Head of Portfolio Management, Pacome Breton, walks us through the events that mattered to investors in October, and explains how markets reac...
Nutmeg investor update | October 2024
10 Oct 2024
Contributed by Lukas
Brad Holland, Director of Investment Strategy, talks investors through market movements in September, including central bank announcements from China ...
Nutmeg investor update | September 2024
05 Sep 2024
Contributed by Lukas
In our latest update, Pacome Breton, Chief investment Officer, outlines financial market performance in August, the causes of the early August market ...
Nutmeg investor update | August 2024
09 Aug 2024
Contributed by Lukas
In our latest update, James McManus, Chief investment Officer, outlines financial market performance in July, results from the start of the second qua...
Nutmeg investor update | July 2024
05 Jul 2024
Contributed by Lukas
In our latest update, James McManus, Chief investment Officer, looks at market performance in June. He outlines how Nutmeg portfolios are positioned f...
Nutmeg investor update | June 2024
06 Jun 2024
Contributed by Lukas
In our latest update, Pacome Breton, Head of Portfolio Management, looks at market performance in May, outlines some changes to the Nutmeg portfolios,...
Nutmeg investor update | May 2024
10 May 2024
Contributed by Lukas
Brad Holland, Director of Investment Strategy, reviews market performance during April, and outlines recent changes the team has made to Nutmeg portfo...
Nutmeg investor update | April 2024
12 Apr 2024
Contributed by Lukas
James McManus, Nutmeg's Chief Investment Officer, explains why March was a strong month for UK equities, and global markets as a whole. About this up...
Nutmeg investor update | March 2024
08 Mar 2024
Contributed by Lukas
Pacome Breton, Nutmeg's head of portfolio management, reviews the earnings season, the outlook for inflation, and gives an update on the Nutmeg portfo...
Nutmeg investor update | February 2024
09 Feb 2024
Contributed by Lukas
Nutmeg's chief investment officer, James McManus, reviews January’s market performance and dives into recent developments in China as we enter the Y...
Nutmeg investor update | January 2024
11 Jan 2024
Contributed by Lukas
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,...
Nutmeg Investor Update | December 2023
08 Dec 2023
Contributed by Lukas
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, L...
Nutmeg investor update | November 2023
10 Nov 2023
Contributed by Lukas
Despite October proving to be another challenging month for investors, there are reasons to be positive about the outlook for the medium-term. Our chi...
The Nutmeg Podcast | Behind the launch of our thematic portfolios
10 Nov 2023
Contributed by Lukas
In this episode, hosts Gary Shepherd and Kat Mann are joined by Nutmeg investment strategist, Scott Gardner, who talks all things thematic investing. ...
Nutmeg - Oct 2023 Investor Update - Podcast
06 Oct 2023
Contributed by Lukas
In this month’s update, Pacome Breton, head of portfolio management reviews the state of the markets during September and discusses the decisions to...
The Nutmeg Podcast | Your pensions and retirement health check
13 Sep 2023
Contributed by Lukas
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 retir...
Nutmeg investor update | September 2023
08 Sep 2023
Contributed by Lukas
In this month's update, Pacome Breton, our head of portfolio management, answers questions on the volatile month of August, updates to the portfolios,...
Nutmeg investor update | August 2023
10 Aug 2023
Contributed by Lukas
In this month’s update, Nutmeg’s director of investment strategy, Brad Holland, answers questions on market performance, the risk-on sentiment in ...
The Nutmeg Podcast | Saving and investing for the next generation
21 Jul 2023
Contributed by Lukas
In this episode, Nutmeg’s Kat Mann and Gary Shepherd discuss the options to help secure the financial futures of your children, grandchildren, or yo...
Nutmeg investor update | July 2023
06 Jul 2023
Contributed by Lukas
In this month’s update, Nutmeg’s head of portfolio management, Pacome Breton, answers questions on the global inflationary outlook, the latest eco...
The Nutmeg Podcast | Market myths and investment adages
21 Jun 2023
Contributed by Lukas
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 inves...
Nutmeg investor update | June 2023
09 Jun 2023
Contributed by Lukas
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 ...
Nutmeg investor update | May 2023
12 May 2023
Contributed by Lukas
In our latest investor update, Nutmeg director of investment strategy Brad Holland answers questions on the earnings reporting season and its impact o...
Nutmeg investor update | April 2023
06 Apr 2023
Contributed by Lukas
March was an eventful month for markets as concerns about some parts of the global banking system heightened volatility, while persistent inflation da...
Nutmeg investor update | March 2023
10 Mar 2023
Contributed by Lukas
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 r...
Nutmeg investor update | February 2023
10 Feb 2023
Contributed by Lukas
Markets rallied strongly in January, but which regions were the standout performers? And are there reasons for optimism for policymakers, despite ongo...
The Nutmeg Podcast | The fundamentals of ESG with Chuka Umunna
18 Jan 2023
Contributed by Lukas
In this episode, we explore a theme that’s omnipresent today within the world of personal finance, that is environmental, social and corporate gover...
Nutmeg investor update | January 2023
13 Jan 2023
Contributed by Lukas
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....
Nutmeg investor update | December 2022
09 Dec 2022
Contributed by Lukas
It was a positive November overall for markets, but how are central banks combating stubborn, rising inflation? And, with images of protests against C...
The Nutmeg Podcast | What is financial advice and how can it help
25 Nov 2022
Contributed by Lukas
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 f...
Nutmeg investor update | November 2022
04 Nov 2022
Contributed by Lukas
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, ...
Nutmeg investor update | October 2022
06 Oct 2022
Contributed by Lukas
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...
The Nutmeg Podcast | Pensions and retirement
03 Oct 2022
Contributed by Lukas
Annabelle Williams, personal finance specialist at Nutmeg, and Kat Mann, savings and investment specialist at Nutmeg, are joined by Alice Tapper, fina...
Nutmeg investor update | August 2022
11 Aug 2022
Contributed by Lukas
Why markets rallied in July, despite raised fears of recession, and the latest in central banks’ stance against rising inflation. Dissecting the ear...
The Nutmeg Podcast | What are bonds? An essential guide for investors
05 Aug 2022
Contributed by Lukas
Investors and economists consistently talk about bonds, but what exactly are they, what’s their history, and why are they still such an important pa...
Nutmeg investor update | July 2022
08 Jul 2022
Contributed by Lukas
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 ...
The Nutmeg Podcast | Recession, the ‘lucky’ country, and silver linings
29 Jun 2022
Contributed by Lukas
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 (pe...
Nutmeg investor update | June 2022
10 Jun 2022
Contributed by Lukas
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 infl...
The Nutmeg Podcast | Burgernomics, Freddonomics and high inflation in 2022
23 May 2022
Contributed by Lukas
Ever heard of Burgernomics or Freddonomics? Kat Mann (savings and investment specialist at Nutmeg) and Gary Shepherd (investment writer), as well as g...
Nutmeg investor update | May 2022
13 May 2022
Contributed by Lukas
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 ener...
Nutmeg investor update | April 2022
08 Apr 2022
Contributed by Lukas
After starting the month down, equity markets had largely rebounded by the end of March – but which performed the best? How is rising inflation impa...
Nutmeg investor update | March 2022
11 Mar 2022
Contributed by Lukas
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 ind...
Nutmeg investor update | February 2022
11 Feb 2022
Contributed by Lukas
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 ...
Nutmeg Investor Update | January 2022
14 Jan 2022
Contributed by Lukas
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 inflati...
Nutmeg Investor update | December 2021
10 Dec 2021
Contributed by Lukas
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 ...
Nutmeg investor update | November 2021
05 Nov 2021
Contributed by Lukas
A rebound for equity markets from September, concerns over inflation coinciding with slowing economic growth and a look at the third quarter earnings ...
Nutmeg investor update | October 2021
08 Oct 2021
Contributed by Lukas
September was the first month of negative global equity returns since January, with notable movement in bond markets and concern over the US debt ceil...
Nutmeg investor update | September 2021
10 Sep 2021
Contributed by Lukas
Peak holiday season, inflation firmly on investors’ minds and chip shortages that are creating issues with global supply chains. We discuss all thi...
Nutmeg investor update | August 2021
06 Aug 2021
Contributed by Lukas
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 Stat...
Nutmeg investor update | July 2021
09 Jul 2021
Contributed by Lukas
In this month’s investor update, our marketing director, Grant Warnock, speaks with our chief investment officer, James McManus, about the impact of...