25 November 2021
Jupiter Merlin Weekly: Flat Irn-Bru at COP26
Jupiter Merlin Weekly: Flat Irn-Bru at COP26

The Jupiter Merlin team discuss the results of COP26, as well as the continuing struggles of central banks to frame policy regarding inflation.

13 July 2023
Jupiter Merlin Weekly: NATO recovers its purpose – but what next?
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.

26 November 2021
Methane Cut Pledge Is Big Boost for Transition to Net Zero
Methane Cut Pledge Is Big Boost for Transition to Net Zero

Jon Wallace discusses innovations in detecting methane and the importance of an agreement by major nations to reduce emissions of this harmful gas.

23 June 2023
Jupiter Merlin Weekly: US debt deal is a hollow victory
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.

26 November 2021
Inflation can remain sticky for a while yet ... but not forever
Inflation can remain sticky for a while yet ... but not forever

Inflation remains transitory, but it’s putting central banks under pressure and at risk of making a policy mistake, says Ariel Bezalel, Head of Strategy, Fixed Income.

23 June 2023
Webcast: Is the UK economy stuck in a rut?
Webcast: Is the UK economy stuck in a rut?

UK inflation is stickier than in other developed economies, but the Bank of England must keep a watchful eye on the property markets. In this webcast Richard Buxton gives his views on markets and answers questions from listeners.

23 November 2021
Jupiter Merlin Weekly: Divisions between the White House and Fed
Jupiter Merlin Weekly: Divisions between the White House and Fed

The Jupiter Merlin team discuss the policy landscape in the US, where the White House and the Federal Reserve seem at odds over how to deal with rising inflation.

20 June 2023
A deep deficit for silver
A deep deficit for silver

Ned Naylor-Leyland and Daniel March discuss why demand for silver is outstripping supply and what this imbalance may mean for investors in the white metal.

22 November 2021
Jupiter Merlin Weekly: Net zero initiatives will touch every sector
Jupiter Merlin Weekly: Net zero initiatives will touch every sector

As COP26 speeches end and the hard negotiating begins, the Jupiter Merlin team look at the as-yet unknown and unquantifiable consequences of these revolutionary times.

16 June 2023
Governor to Chancellor, an imaginary letter
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?

17 November 2021
Jupiter Merlin Weekly: Divisions between the White House and Fed
Jupiter Merlin Weekly: Divisions between the White House and Fed

The Jupiter Merlin team discuss the policy landscape in the US, where the White House and the Federal Reserve seem at odds over how to deal with rising inflation.

14 June 2023
Jupiter Merlin Weekly: Jets, diplomacy and political control
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.

17 November 2021
Jupiter Merlin Weekly: Net zero initiatives will touch every sector
Jupiter Merlin Weekly: Net zero initiatives will touch every sector

As COP26 speeches end and the hard negotiating begins, the Jupiter Merlin team look at the as-yet unknown and unquantifiable consequences of these revolutionary times.

1 April 2026
Are high energy costs squeezing growth in core Europe?
Are high energy costs squeezing growth in core Europe?

Niall Gallagher examines Europe’s donut economy – where growth in periphery countries outpaces the core – and how disparity in energy prices could be driving this.

20 October 2021
UK Small & Mid Cap Equities: Alpha, IPOs and Disruptors
UK Small & Mid Cap Equities: Alpha, IPOs and Disruptors

There are many misconceptions about the equities market in smaller and midsize companies in the UK.

1 April 2026
Jupiter Strategic Bond: update on performance and positioning
Jupiter Strategic Bond: update on performance and positioning

Ariel Bezalel and Harry Richards outline how their strategy adapted tactically to market conditions in 2025, and how its positioned for the future. Marketing Communication. Capital at risk.

20 October 2021
Jupiter Merlin Weekly: How to make a drama out of a crisis
Jupiter Merlin Weekly: How to make a drama out of a crisis

The Jupiter Merlin team discuss the UK’s fuel crisis, China’s economic slump, and central banks that have all their fingers crossed that they’re right about inflation.

31 March 2026
Peace and Perversion: a geopolitical analysis
Peace and Perversion: a geopolitical analysis

In this detailed assessment of the geopolitical landscape, Alastair Irvine discusses the rising tensions between major global powers and considers the investment view.

26 September 2021
Jupiter Merlin Weekly: Macron goes nuclear over defence schism
Jupiter Merlin Weekly: Macron goes nuclear over defence schism

In the wake of the Australian submarine row with France, the Jupiter Merlin team examines how schisms in the western defence alliances can have far-reaching consequences.

30 March 2026
Merlin Weekly Macro: The high-stakes energy security game
Merlin Weekly Macro: The high-stakes energy security game

The Jupiter Merlin team examines the aggressive energy strategies pursued by the world’s top two economies and how they differ from those of the UK. (Originally published 13th February 2026)