Merlin Weekly Macro: Interpreting the Fed’s policy signals
The Jupiter Merlin team attempt to decipher the Federal Reserve’s recent comments, which reveal much about the quandary in which the US finds itself.
Merlin Weekly Macro: The rehabilitation of The Iron Lady
The Jupiter Merlin team discuss the rehabilitation of Margaret Thatcher’s political reputation, and ask whether Rachel Reeves’s economic plans are realistic.
Australia: The world’s most attractive developed market?
Jason Pidcock and Sam Konrad explain why they think Australia offers some of the best equity income opportunities in the Asia Pacific region, and arguably, the world.
Merlin Weekly Macro: Old challenges for any new government
The Jupiter Merlin team discuss how Starmer’s Labour might govern the UK differently, and ask whether they would have any more success at ‘getting things done’?
War and Peace? The Preoccupations of an Unstable World (contains audio)
Alastair Irvine’s latest geopolitics review takes stock of a world at its most dangerous for at least four decades and assesses the investment implications.
Jupiter Merlin Weekly: Hunt’s budget pleases hardly anyone
The Jupiter Merlin team discuss the Chancellor’s election-year budget and unimaginative fiscal policy and what a Labour administration may mean for government finances.
Merlin Weekly Macro: Politics must confront some difficult issues
The Jupiter Merlin team discuss the tense backdrop for 2024 elections, as politicians must confront divisive issues that often deeply split their electorates.
India: All eyes on Modi’s prospects amid growth optimism
Avinash Vazirani and Colin Croft say investors will focus on the outcome of the upcoming national election and what that could mean for government policies amid growth optimism.
European Commercial Real Estate: A mixed bag after recent rally
Luca Evangelisti, Head of Credit Research, Paridhi Garg, Credit Analyst, and Leon Wei, Credit Analyst, explain the reasons behind the commercial real estate crisis in Europe and examine its impact across fixed income and European financial markets.
UK equities are due for a revival. What might trigger it?
Adrian Gosden and Chris Morrison discuss UK equity income investing, above-average dividend yields on offer and what surging buybacks may mean for unloved UK stocks.