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.
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.
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.
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.
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.
There are many misconceptions about the equities market in smaller and midsize companies in the UK.
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.
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.
China’s re-socialisation: evolutionary or revolutionary? The Jupiter Merlin team analyses the bigger picture behind the Evergrande collapse.
Inflation is the topic that has dominated the market discourse this year, and if anything that has only intensified in recent weeks. To discuss this topic, we brought together Ariel Bezalel (Head of Strategy, Fixed Income), Ned Naylor-Leyland (Head of Gold & Silver) and Talib Sheikh (Head of Strategy, Multi-Asset) to examine the implications for their asset classes.
Ned Naylor-Leyland, Head of Strategy, Gold & Silver, says gold looks interesting at the moment as prices reign much below the peak seen a year ago amid uncertainty posed by new variants of coronavirus.
As tragic scenes unfold in Afghanistan, the Merlin team give their view on the causes and ramifications of this foreign policy failure for the US and its allies.
The recent ‘Code Red!’ IPCC climate change report raises many fundamental policy issues. The Jupiter Merlin team looks at the future, not least an impending ‘carbon climate compression clash’, and discusses how it approaches climate change pragmatically in its investments.