On our bookshelf: the Merlin team’s spring reading
The Jupiter Merlin team reveals some books they have been reading lately, from business and financial advice to war and geopolitics, cooking and rum.
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?
Can Saudi Arabia emulate Dubai’s success?
Reza Karim discusses the key macro takeaways from his recent trip to the Middle East, where he met with dozens of companies across Saudi Arabia, Oman and the UAE.
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.
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.
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.
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.
European equities spotlight: Carel
Jupiter’s European equities team discusses the quality growth characteristics of the Italian manufacturer Carel, one of the holdings in the team’s smaller companies strategy.
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.
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.