Jupiter Merlin Weekly: Inflationary pressures mount

The Merlin team address the topic of inflation, as more data emerges showing sharp rises in headline rates. But is this merely a quirk of data or something long lasting?

The future of QE is a puzzle to which it seems no one has a convincing answer. Despite that, it is one of the most important issues facing investors.

A court has ruled against Royal Dutch Shell’s carbon emissions plan based on the Paris Climate Accord. The Merlin team give their view on the implications.

The Merlin team give their view on the role that central banks now play, as they no longer merely concentrate on core inflation, as policy takes on political angles.

In an article first published in ESG Clarity, Abbie Llewellyn-Waters assesses the state of progress on social policy and climate change.

The Jupiter Merlin team are naturally patient investors, but when markets reach an inflection point they are prepared to take swift and decisive action.

Biden’s plan to suspend Covid vaccine patents is laudable on humanitarian and pragmatic grounds, but may set a far-reaching precedent. The Merlin team give their view.

Biden is in a hurry, pledging $6 trillion for Covid recovery, infrastructure rebuilds and the green economy. But will he succeed? The Merlin team give their view.

Now more than ever, it pays not to put all your eggs in one basket, even when that basket is green.

The UK made bold promises on climate policy this week. But is Boris being honest about the costs? And what does ‘net zero’ actually mean? The Merlin team give their view.

As major powers jostle for supremacy, Ukraine, Iran and Afghanistan are again the battleground. Read the Merlin team’s view on what’s causing these brewing storms.

As global economic growth forecasts increase we must remember that the post-Covid normal may not be the same as the pre-Covid normal. Read the Jupiter Merlin team’s view.