Skip to content

Monogram Capital Management Ltd

Targeted Absolute Return Fund Managers

  • Home
  • Team
  • The Monogram Model
  • Performance and Key Documents
    • MonograM model – performance – newsletters
    • VT-GTRF past newsletters
    • How to invest in the VT GTRF
  • Information for IFAs
  • Newsletter
  • Regulatory Information
  • Contact

China

REFLECTIONS & PREDICTIONS

January 22, 2023January 22, 2023 Charles GillamsChina, Economy, Geopolitics, inflation, interest rates, Technology sector

This year won’t be last year, that much we know. Nor indeed will it be the inverse, which is inconvenient. So, starting this year as last year, but simply turned face down on the desk, is a trap. The place […]

Read more

Seeking an end to the turmoil

June 12, 2022June 12, 2022 Charles GillamsChina, Debt, Economy, Employment, energy, inflation, interest rates, labour markets, Opinion, UK
this is a photograph of a desert road, with the words written above : never reaching the end?

This market turmoil feels interminable, as asset markets stumble to find a firm footing and churn relentlessly. Instinct says that’s a time to buy. But there is so much happening, as this multi-year trauma unwinds, it is quite hard to […]

Read more

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 […]

Read more

All kinds of everything

November 21, 2021November 21, 2021 superadminCentral Banks, China, Federal Reserve, us federal reserve, USA
three pots - with the middle one lidded - denoting the investment pots of monogram capital management ltd

We move towards the end of the year with a great deal of challenging uncertainty and big calls to make, on inflation, China, US Politics, whether interest rates are pegged, and a few political issues. The temptation to sit it […]

Read more

Thin ice skaters or savants?

October 10, 2021October 21, 2021 superadminCentral Banks, China, Economy, investment managers, investment markets, regulation, UK, UK Politics

Are we drifting out further from the shore of reason, confident we can slide gracefully back to safety, or do we have insight others lack? Perhaps rates just can’t rise, whatever the inflation rate? If so, they are a paper […]

Read more

Posts navigation

Older posts

  • The Art of the Possible
  • REFLECTIONS & PREDICTIONS
  • All Clear? REITs and Private Equity
  • Bonds and Bullwhips
  • Tripod
Newsletter Signup Form

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.

  • Home
  • Team
  • The Monogram Model
  • Performance and Key Documents
  • Information for IFAs
  • Newsletter
  • Regulatory Information
  • Contact
Powered by WordPress | Theme: Astrid by aThemes.