Jupiter Merlin Weekly: Economic optimism IMF-style

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.

The West faces a conundrum, say the Merlin team, as it struggles to live with China but can’t live without it. Meanwhile, Janet Yellen’s central banker habits die hard.

Despite predictions of higher inflation, in the UK inflation actually fell in February. A spike in prices remains stubbornly out of view… for now.

The UK equities market is undervalued and offers a raft of potential opportunities

India’s economy has bounced back fast from Covid and is making rapid progress. Our approach enables us to build a portfolio of ‘best-in-class’ growth companies benefiting from structural trends at reasonable valuations.

While the US and UK vaccinate their people at speed the EU is lagging far behind, with real economic and political consequences.

As major central banks continue to grapple with how to react to rising bond yields, the European Central Bank is the first to break ranks.

Financial innovation is disrupting the world as we know it. Guy de Blonay and Antoine Hucher discuss the fintech themes they think have the best investment potential.

After a Budget that signalled tax rises to come, Rishi Sunak isn’t finished yet. What further tax rises may still be in store?

Jupiter’s experts Richard Buxton, Dan Nickols, Harry Richards and Adam Darling give their thoughts on Chancellor Rishi Sunak’s pandemic Budget.

As markets continue to fret about the possibility of inflation, the Federal Reserve has been trying to calm nerves – but has the market stopped listening?

Abbie Llewellyn-Waters and Richard Buxton address the transition towards net zero carbon. What are some of the opportunities and challenges for investment portfolios?