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.
On our bookshelf: the Merlin team’s spring reading
The Jupiter Merlin team reveals some books they have been reading lately, from business and financial advice to war and geopolitics, cooking and rum.
Merlin Weekly Macro: The West’s diplomacy has failed Ukraine
The Jupiter Merlin team discuss the West’s latest efforts to box Russia in with a raft of new sanctions. Will these be any more effective than the last?
Merlin Weekly Macro: 24 hours to forget for the Tories
The Jupiter Merlin team discuss another 24 hours to forget for the Tories, as heavy by-election defeats show the scale of the challenge in an election year.
Merlin Macro: `Securonomics,’ now you see it, now you don’t
The Jupiter Merlin team analyses Labour’s financial services plans and asks if Sir Keir Starmer and his leadership team can be trusted do the right thing.
Merlin Weekly Macro: Dear Jeremy / Dear Andrew
The Jupiter Merlin team discuss the state of the UK public finances, as interest rates stay on hold and the government’s debt repayments remain sky high.
Merlin Weekly Macro: The countdown to 5th November
The Jupiter Merlin team discuss the US economy’s stubbornly high growth, what that might mean for November’s Presidential election.