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Targeted Absolute Return Fund Managers

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Employment

The Times They are A Changin’

July 24, 2022July 24, 2022 Charles GillamsEconomy, Employment, UK Politics, USA

Rishi or Truss, can either be worse than Boris? Also, we do seem to be decisively leaving the decade of low rates and by implication the experiment of quantitative easing. On a twelve-month basis, bar the FTSE 100, all major […]

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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 […]

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Caution: Bumpy Road ahead

October 24, 2021October 24, 2021 superadminCentral Banks, Employment, inflation, labour markets, Opinion, UK, us federal reserve
two part photograph to accompany newsletter by charles gillams, showing a winding hilly road and a graph with a downward plunging line

Puzzle: World markets have whipsawed in the last few weeks, from high anxiety to an almost beatific calm. The VIX volatility index has dropped to pretty well a post-pandemic low. Which should mean we all agree, but on what exactly?  […]

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YELLOW BRICK ROAD

May 9, 2021October 21, 2021 Charles GillamsEconomy, Employment, investment markets, Opinion, UK, UK Politics, USA

UK elections are over – and the US employment numbers are out. What will labour now do, and what is the likelihood that the US market is overvalued? A fortnightly review by Charles Gillams, Monogram Investment Management Ltd.

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Rising Tides

March 26, 2021October 21, 2021 Charles GillamsEmployment, investment markets, Opinion, UK, USA

First posted 21st March 2021 Interesting times. Bond markets are out of the cage, off the deck, ready to rumble. This week feels like another one of those big calls that investors have faced over the last year, and in […]

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  • 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.

  • Home
  • Team
  • The Monogram Model
  • Performance and Key Documents
  • Information for IFAs
  • Newsletter
  • Regulatory Information
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