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Targeted Absolute Return Fund Managers

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Central Banks

Hard Landings?

May 8, 2022May 8, 2022 Charles GillamsCentral Banks, Economy, interest rates, investment markets, Opinion, UK Politics
A plane landing on a german autobahn - with the words 'hard landings?' in hand writing

Local elections tell us remarkably little about national ones. We reflect on those. Meanwhile US equity markets are in turmoil, and some big numbers are changing very fast – some further musings. Do English local elections count ? We start […]

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REINSTATING REAL ECONOMICS – WISH YOU WERE HERE?

April 23, 2022April 24, 2022 Charles GillamsCentral Banks, Economy, interest rates, supply chains, UK Politics
Its a blue based picture with a banner saying 'positive interest rates are here again' It is an illustration for Charles Gillams's blog post dated April 2022

A return to the real world, where money has a time value is a great achievement. Inflation is after all transitory. At long last the most important of all price signals (interest rates) can break free, allowing for growth to […]

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He who pays the piper

April 2, 2022April 2, 2022 superadminCentral Banks, China, Economy, energy, Federal Reserve, inflation, interest rates, Opinion, UK, USA
a map of russian oil pipelines with pictures of pipes super imposed on it - in house collage - illustration for an article by charles gillams - he who pays the piper

A very strange quarter: the FTSE100 was up, in sterling terms the S&P 500 was up, and the Russian Rouble ended where it was just before the Russian invasion. Short term dollar interest rates are nicely positive at last. So […]

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LOCATING THE ELUSIVE BASE

March 6, 2022March 6, 2022 Charles GillamsCentral Banks, Debt, Economy, Federal Reserve, interest rates, Opinion, USA

the investment impact of recent events CRANES I spent last Sunday in the elusive pursuit of grus grus, in the upper Marne basin, East of Paris. For some reason the Common Crane had already left in a bid to cross […]

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Sea change

January 23, 2022January 23, 2022 Charles GillamsCentral Banks, Economy, interest rates, Opinion, UK, UK Politics, USA
a sea container with a building site beside it, illustration for article by Charles Gillams of Monogram capital management entitled 'sea change'

A trio of influential knaves to worry about this week, united by a belief that “this time is different”. Well pantomime season is behind us, however we can still all shout “oh no it isn’t”. Boris seems to be the […]

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Older posts

  • The Art of the Possible
  • REFLECTIONS & PREDICTIONS
  • All Clear? REITs and Private Equity
  • Bonds and Bullwhips
  • Tripod
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41 St James's Pl, St. James's, London SW1A 1NS.

Monogram Capital Management (FCA Number 820474) is authorised and regulated by the Financial Conduct Authority.

'Smoke on the Water' - an ebook - consists of Charles Gillams's fortnightly updates during the first half of 2020, during which markets collapsed and then recovered. He does an assessment of how well he predicted what happened as an 'afterword' after each post. We invite you to take a look.

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  • The Monogram Model
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