Jupiter Merlin Weekly: Hunt’s budget pleases hardly anyone
The Jupiter Merlin team discuss the Chancellor’s election-year budget and unimaginative fiscal policy and what a Labour administration may mean for government finances.
Merlin Weekly Macro: Politics must confront some difficult issues
The Jupiter Merlin team discuss the tense backdrop for 2024 elections, as politicians must confront divisive issues that often deeply split their electorates.
India: All eyes on Modi’s prospects amid growth optimism
Avinash Vazirani and Colin Croft say investors will focus on the outcome of the upcoming national election and what that could mean for government policies amid growth optimism.
Jupiter Merlin Weekly: Evolution or revolution in China?
China’s re-socialisation: evolutionary or revolutionary? The Jupiter Merlin team analyses the bigger picture behind the Evergrande collapse.
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Jupiter Merlin Weekly: Hunt’s budget pleases hardly anyone
Jupiter Merlin Weekly: Hunt’s budget pleases hardly anyone
The Jupiter Merlin team discuss the Chancellor’s election-year budget and unimaginative fiscal policy and what a Labour administration may mean for government finances.
Read time - 12 min.
12.03.2024
Merlin Weekly Macro: Politics must confront some difficult issues
Merlin Weekly Macro: Politics must confront some difficult issues
The Jupiter Merlin team discuss the tense backdrop for 2024 elections, as politicians must confront divisive issues that often deeply split their electorates.
Read time - 12 min.
01.03.2024
India: All eyes on Modi’s prospects amid growth optimism
India: All eyes on Modi’s prospects amid growth optimism
Avinash Vazirani and Colin Croft say investors will focus on the outcome of the upcoming national election and what that could mean for government policies amid growth optimism.
Read time - 7 min.
01.03.2024
Merlin Weekly Macro: The West’s diplomacy has failed Ukraine
Merlin Weekly Macro: The West’s diplomacy has failed Ukraine
The Jupiter Merlin team discuss the West’s latest efforts to box Russia in with a raft of new sanctions. Will these be any more effective than the last?
Read time - 12 min.
26.02.2024
Merlin Weekly Macro: 24 hours to forget for the Tories
Merlin Weekly Macro: 24 hours to forget for the Tories
The Jupiter Merlin team discuss another 24 hours to forget for the Tories, as heavy by-election defeats show the scale of the challenge in an election year.
Read time - 7 min.
16.02.2024
Merlin Macro: `Securonomics,’ now you see it, now you don’t
Merlin Macro: `Securonomics,’ now you see it, now you don’t
The Jupiter Merlin team analyses Labour’s financial services plans and asks if Sir Keir Starmer and his leadership team can be trusted do the right thing.
Read time - 8 min.
09.02.2024
Merlin Weekly Macro: Dear Jeremy / Dear Andrew
Merlin Weekly Macro: Dear Jeremy / Dear Andrew
The Jupiter Merlin team discuss the state of the UK public finances, as interest rates stay on hold and the government’s debt repayments remain sky high.
Read time - 8 min.
02.02.2024
Merlin Weekly Macro: The countdown to 5th November
Merlin Weekly Macro: The countdown to 5th November
The Jupiter Merlin team discuss the US economy’s stubbornly high growth, what that might mean for November’s Presidential election.
Read time - 8 min.
26.01.2024
Merlin Weekly Macro: Thinking great thoughts in Davos
Merlin Weekly Macro: Thinking great thoughts in Davos
The Jupiter Merlin team look at the state of global monetary policy, as ‘the great and the good’ convene once again at Davos to put the world to rights.
Read time - 12 min.
19.01.2024
Merlin Weekly Macro: A death and a birthday in the EU family
Merlin Weekly Macro: A death and a birthday in the EU family
The Jupiter Merlin team examine the state of the EU as Jacques Delors, an advocate of full political and fiscal integration, passes away at the age of 98.
Read time - 12 min.
12.01.2024
Merlin Weekly Macro: Who would be a central banker?
Merlin Weekly Macro: Who would be a central banker?
The Jupiter Merlin team take stock of how markets stand in early 2024, with and Federal Reserve’s obfuscating rhetoric as it comes under pressure from all sides.
Read time - 12 min.
05.01.2024
Outlook 2024: Why quality matters in European equities
Outlook 2024: Why quality matters in European equities
Mark Nichols and Mark Heslop discuss investing in quality growth companies in Europe and how these companies are better able to manage macroeconomic challenges.
Read time - 6 min.
03.01.2024
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