Jupiter Merlin Weekly: Cracks appearing in the central banks’ wall?

Merlin weekly 12 March 2021

As major central banks continue to grapple with how to react to rising bond yields, the European Central Bank is the first to break ranks.

Key fintech opportunities in 2021 and beyond

Financial innovation is disrupting the world as we know it. Guy de Blonay and Antoine Hucher discuss the fintech themes they think have the best investment potential.

Jupiter Merlin Weekly: Covid created a debt to society that we must all repay

Jupiter Merlin Weekly 5 March

After a Budget that signalled tax rises to come, Rishi Sunak isn’t finished yet. What further tax rises may still be in store?

Jupiter Merlin Weekly: Central banks keep talking, but who’s listening?

Merlin being ignored 26 Feb 2021

As markets continue to fret about the possibility of inflation, the Federal Reserve has been trying to calm nerves – but has the market stopped listening?

Transitioning to Net Zero – Fast or Slow?

ESG Transitioning to Net Zero

Abbie Llewellyn-Waters and Richard Buxton address the transition towards net zero carbon. What are some of the opportunities and challenges for investment portfolios?

Jupiter Merlin Weekly: It’s difficult to escape the inflation debate

Jupiter Merlin Weekly 19 Feb 2021 - Mining Ore

As the prospects for global economic recovery become more apparent, it is not just oil and the traditional hard commodities such as copper, iron ore and steel which are seeing price rises.

Jupiter Merlin Weekly: Is the UK economy a ‘coiled spring’?

Is the UK economy a ‘coiled spring’?

Confidence, that most intangible and ephemeral of factors, may determine the economic future.

The energy transition is too important to get wrong

Jupiter Merlin Weekly: The energy transition is too important to get wrong

The transition towards a net-zero carbon economy has inexorable momentum, but what role can oil majors, now so often pariahs, play to meet ambitious climate targets?

EU lashes out as Covid response flounders

EU lashes out as Covid response flounders

As its vaccine supply trickles in the EU is lashing out, while riots in the Netherlands and the as-yet untouched Covid-recovery fund point to a deeper malaise.

Longer lockdowns confound economists predictions but US could still surprise

Longer lockdowns

When pandemic uncertainties make precise economic predictions even harder this year, ephemeral barometers of confidence such as Purchasing Managers’ Indices may prove a more reliable guide so keep a weather eye on the US.