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