Jupiter Merlin Weekly: A catastrophic failure of Western policy

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.

Vikram Aggarwal analyses what the Evergrande crisis and a deteriorating economic outlook means for the overall market environment.

Investors increasingly need insight into one of the most profound and fastest-growing topics today: sustainable and ESG investing.

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

Mark Nash explains the merits of an ‘absolute return’ approach to fixed income, in an era of dramatically changed policymaking when fundamentals are no longer enough.

Alejandro Arevalo argues that EMD is less overvalued than many areas, and has the breadth to offer attractive opportunities if you know where to look – and what to avoid.

Richard Watts, co-Head of Strategy, UK Small & Mid Cap, examines recent economic data out of the UK and reveals why disruption is here to stay.

Ned Naylor-Leyland gives an update on gold and silver. He believes if just one of the market’s key assumptions is wrong then monetary metals should be due for a rally.

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.

Dan Carter and Mitesh Patel digest the news that Prime Minister Suga will not stand for re-election. Who will take his place?

Salman Siddiqui explains why he doesn’t think China’s focus on ‘common prosperity’ will be negative for the private sector over the longer term.

Ned Naylor-Leyland, Head of Strategy, Gold & Silver, says gold looks interesting at the moment as prices reign much below the peak seen a year ago amid uncertainty posed by new variants of coronavirus.