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

inflation

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

Tripod

November 27, 2022November 27, 2022 Charles GillamsEconomy, inflation, interest rates
a framed picture with the words mood, politics and macrom in boxes

We take a look at three things that move markets: macro, politics, and mood. We have an inexplicable market rally to explain. On bonds we remain wary and we also take a look at the Keynesian attitude to inflation. The […]

Read more

PICTURES OF MATCHSTICK MEN

October 30, 2022October 30, 2022 Charles Gillamsinflation, interest rates, investment markets, Property, UK, USA

I noted at the end of our last bulletin, that markets are feeling strangely bullish, for a few reasons, which I share. Although only in some places. I still find little attractive in most debt markets. They are cheap, but […]

Read more

Lend me your fears

October 16, 2022October 16, 2022 Charles Gillamsenergy, inflation, interest rates, supply chains, UK, UK Politics
this is a picture to illustrate the shakespeare quote - friends romans countrymen - here Charles Gillams uses it to discuss the aftermath of a modern political coup

I come not to praise Kwasi, but to bury him. This is an explainable, predictable but probably futile coup in the UK Tory Party, along with more King Canute from Bailey of the Bank. But in markets there is abundant […]

Read more

Into Broad, Sunlit Uplands?

September 18, 2022September 18, 2022 Charles GillamsFederal Reserve, inflation, interest rates, labour markets, Opinion

This week has included a major but baffling fixed interest event in London. And we include some thoughts on the novelty of a conservative prime minister for the Conservative party – but first, the shape of the coming recession. Who […]

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.