Merlin Weekly Macro: European powers on shaky political ground
The Jupiter Merlin team examine the political troubles in Germany and France, and ask what this means for investors when assessing risk.
Merlin Weekly Macro: Labour under mounting pressure after Budget
The Jupiter Merlin team look at the ongoing policy troubles for the UK’s Labour government, as inflation, tax and defence come under the spotlight.
Trump and the outlook for global equities
Abbie Llewellyn-Waters examines the global equity investment implications of Donald Trump’s victory in the US presidential election.
Merlin Weekly Macro: Good COP, or bad COP?
The Jupiter Merlin team look at the latest climate conference, and discuss politician’s struggles in bringing their electorates with them on the path to net zero.
Jupiter Global Sustainable Equities Fund – name change
The Jupiter Global Sustainable Equities Fund will soon change name. Abbie Llewellyn-Waters explains the reasons why and describes what is staying the same about the fund.
Merlin Weekly Macro: Will Trump’s tariffs ‘Make America Great Again’?
The Jupiter Merlin team look at what a second term for President Trump could mean for international trade, geopolitics, and investment markets.
Merlin Weekly Macro: A budget every bit as bad as feared
Is a catatonic torpor of mediocre economic growth the best that the UK can hope for? The Jupiter Merlin team analyses the shaky foundations of Rachel Reeves’ post-Budget strategy.
Merlin Weekly Macro: The crystal ball that is the yield curve
The Jupiter Merlin team look at how investors in fixed income markets are interpreting risk at the moment, through the lens of government bond yields.
Merlin Weekly Macro: Have Labour painted themselves into a corner?
The Jupiter Merlin team look at whether Labour have painted themselves into a corner on tax and spending, as the pre-Budget political theatre ramps up.
Merlin Weekly Macro: Rachel through the Looking Glass
Ahead of the UK’s Budget, the Jupiter Merlin team analyses how the government may be sleep-walking into crisis. After all, the UK has gone bust before and could do again.