Jupiter Merlin Weekly: Evolution or revolution in China?

In the wake of the Australian submarine row with France, the Jupiter Merlin team examines how schisms in the western defence alliances can have far-reaching consequences.

China’s re-socialisation: evolutionary or revolutionary? The Jupiter Merlin team analyses the bigger picture behind the Evergrande collapse.

The Merlin team give their view on the efforts of politicians and technocrats to steer the global economy out of the mess in which it has found itself.

As tragic scenes unfold in Afghanistan, the Merlin team give their view on the causes and ramifications of this foreign policy failure for the US and its allies.

The recent ‘Code Red!’ IPCC climate change report raises many fundamental policy issues. The Jupiter Merlin team looks at the future, not least an impending ‘carbon climate compression clash’, and discusses how it approaches climate change pragmatically in its investments.

The influence of Iran is palpable and growing. What does this mean for investors? The Merlin team give their view.

As the western democracies gradually reopen, moving into a ‘living-with-Covid’ era, moral and political hazards are becoming evident. The Merlin team give their view.

While several peers are already tapering quantitative easing, or have announced the intention of doing so, the ECB is determinedly heading in the opposite direction.

Will the race to decarbonise radically change global trade? The EU’s latest policy proposals have would have profound trade consequences. The Merlin team give their view.

The Merlin team discuss conflicting messages around inflation, and the differing approaches taken by central banks across the world.

The Merlin team discuss geopolitics this week, as G7 leaders unveiled the “Build Back Better World” initiative and the Royal Navy entered disputed waters.

Sustainability is at the core of the debate among policy makers and asset managers now, thanks to mounting environmental risks and a sharp focus on social issues