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 Merlin Weekly: Evolution or revolution in China?
China’s re-socialisation: evolutionary or revolutionary? The Jupiter Merlin team analyses the bigger picture behind the Evergrande collapse.
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Merlin Weekly Macro: Labour under mounting pressure after Budget
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.
Read time - 12 min.
22.11.2024
Trump and the outlook for global equities
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.
Read time - 5 min.
19.11.2024
Merlin Weekly Macro: Good COP, or bad COP?
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.
Read time - 12 min.
15.11.2024
Jupiter Global Sustainable Equities Fund – name change
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.
Read time - 3 min.
07.11.2024
Merlin Weekly Macro: Will Trump’s tariffs ‘Make America Great Again’?
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.
Read time - 12 min.
07.11.2024
Merlin Weekly Macro: A budget every bit as bad as feared
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.
Read time - 10 min.
01.11.2024
Merlin Weekly Macro: The crystal ball that is the yield curve
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.
Read time - 8 min.
25.10.2024
Merlin Weekly Macro: Have Labour painted themselves into a corner?
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.
Read time - 8 min.
18.10.2024
Merlin Weekly Macro: Rachel through the Looking Glass
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.
Read time - 19 min.
11.10.2024
Merlin Weekly Macro: Why are markets acting so calmly?
Merlin Weekly Macro: Why are markets acting so calmly?
The Jupiter Merlin team ask why, given the increasingly unstable nature of global geopolitics, markets seem so sanguine about the future. Is a shock around the corner?
Read time - 8 min.
07.10.2024
Merlin Weekly Macro: Is Labour heading in the wrong direction?
Merlin Weekly Macro: Is Labour heading in the wrong direction?
The Jupiter Merlin team examine the rhetoric from Keir Starmer and Rachel Reeves, and ask whether there’s a lack of joined-up thinking on UK economic policy.
Read time - 15 min.
27.09.2024
Merlin Weekly Macro: The ECB faces the hardest interest rate challenge
Merlin Weekly Macro: The ECB faces the hardest interest rate challenge
The Jupiter Merlin team examine the challenges faced by the European Central Bank, and discuss how the market’s expectations of Federal Reserve policy have evolved.
Read time - 15 min.
13.09.2024
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