Alastair Irvine has been the Investment Director on the Jupiter Merlin Team for over a decade. He is highly respected by professional investors for his clear-cut insights and no-nonsense take on global events. He’ll be a regular guest on Algy’s Investment Podcast.
In this episode, he breaks down:
1. The current state of the UK economy
2. Has the UK Prime Minister lost control of his party?
3. The war in Ukraine
4. Why has the U.S. bombed Iranian nuclear development sites
5. Trade wars and the role of the U.S. dollar
⏱️ Timestamps:
00:00 Intro
01:11 The Skill of Managing Risk
03:25 Rachel Reeves Budget Challenge
10:24 Starmer's Benefits Reform Bill
11:49 What Drives Economic Growth?
13:12 The Office for Budget Responsibility Forecasts
14:55 Will the IMF Bail Out the UK?
18:30 The Effect of Wealth Taxes
22:02 Are UK Equities Cheap?
23:58 Who Else Could Govern the UK?
27:07 Nuclear Energy in the UK
30:06 Trump in Ukraine
32:34 Trump's Impact on Global Stability
37:05 The Bombing of Iran
39:16 Where is the World Most Dangerous Today?
43:19 What are Global Bond Markets Indicating Today?
47:13 Is Trump Trying to Weaken the US Dollar?
49:43 Where are the Jupiter Merlin Team Investing?
