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GAM and Gramercy enter into Strategic Partnership for Emerging Market Debt Strategies.
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Multi Asset Blog
Does the Fed have a new inflation problem?
17 March 2026 | Julian Howard
With inflation above target and the US economy softening, the Fed faced a difficult balancing act - even before the Iran war. But as soaring energy prices fuel inflation and growth concerns build, policymakers face an even greater dilemma as Fed frontman Jerome Powell prepares to vacate the chair next month.
European Equities Blog
Oilfield services and Middle Eastern conflict: possible short-term pain but clear long-term gain
12 March 2026 | Tom O'Hara
The backdrop is well-trodden by now: according to various industry estimates compiled by Morgan Stanley, global oil and gas capital expenditure (CapEx) has recovered by up to 60% from its 2020 lows and is expected to stay strong.
