Making big strides
Avinash Vazirani and Colin Croft say India’s fast-expanding economy may offer a silver lining amid a gloomy outlook for the global economy.
Jupiter Merlin Weekly: NATO recovers its purpose – but what next?
This Jupiter Merlin Weekly discusses how NATO’s support for Ukraine has restored its purpose after Afghanistan, and why it now faces a test of leadership it mustn’t fail.
Jupiter Merlin Weekly: UK inflation defies the script
The Jupiter Merlin team discuss the stubbornly high inflation rate in the UK, the Bank of England’s latest interest rate rise, and the painful impact on mortgages.
Jupiter Merlin Weekly: The Bank of England seems stumped by inflation
The Jupiter Merlin team look at the latest inflation data. While in the US the figures are open to interpretation, in the UK it’s grim and the Bank of England is stumped.
Jupiter Merlin Weekly: Greek comedy? The joke is on us
The Jupiter Merlin team consider the cost of UK government debt (now higher than Greece’s). Do either Labour or the Conservatives offer a credible path to fiscal health?
Jupiter Merlin Weekly: US debt deal is a hollow victory
The Jupiter Merlin team consider the US debt ceiling deal approved by Congress, which avoids a government default without addressing the country’s troubled balance sheet.
Jupiter Merlin Weekly: Governor to Chancellor, an imaginary letter
The Jupiter Merlin team imagine what the Bank of England Governor might say to the Chancellor, then assess who’s ahead in the net zero arms race?
Jupiter Merlin Weekly: Jets, diplomacy and political control
The Jupiter Merlin team examine President Zelensky’s efforts to obtain jets from Ukraine’s NATO allies, an endeavour fraught with logistical and political difficulties.
The Merlin approach to ESG
George Fox, Investment Manager, Independent Funds, explains the team’s philosophy and process regarding environmental, social and governance (ESG).
Jupiter Merlin Weekly: A US debt default would be catastrophic
Donald Trump’s threat for Republicans to trigger a US government debt default would be
economic suicide, say the Jupiter Merlin team.