Jupiter Merlin Weekly: Biden breaks new ground on Covid vaccine patent suspension

Biden’s plan to suspend Covid vaccine patents is laudable on humanitarian and pragmatic grounds, but may set a far-reaching precedent. The Merlin team give their view.

Jupiter Merlin Weekly: $6 trillion spending plans show Joe is far from ‘Sleepy’

Merlin-Weekly-Macro-30.04.21

Biden is in a hurry, pledging $6 trillion for Covid recovery, infrastructure rebuilds and the green economy. But will he succeed? The Merlin team give their view.

Be green, but be diversified

Investire green? Sì, ma diversificando.

Now more than ever, it pays not to put all your eggs in one basket, even when that basket is green.

Boris increases the stakes in the CO2 emissions poker game

Merlin-Weekly-Macro-23.04.21

The UK made bold promises on climate policy this week. But is Boris being honest about the costs? And what does ‘net zero’ actually mean? The Merlin team give their view.

Jupiter Merlin Weekly: Global powers flex muscles behind the dance of the seven veils

As major powers jostle for supremacy, Ukraine, Iran and Afghanistan are again the battleground. Read the Merlin team’s view on what’s causing these brewing storms.

Jupiter Merlin Weekly: Economic optimism IMF-style

Jupiter Merlin Weekly 9 April 2021

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.

Jupiter Merlin Weekly: The West grapples with China

Jupiter Merlin Weekly 1 April 2021

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.

Jupiter Merlin Weekly. UK inflation: nothing yet to see, move on

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

India’s post-Covid resurgence

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.

Jupiter Merlin Weekly: The EU has dug itself a big hole

Jupiter Merlin Weekly 19 March 2021

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