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Targeted Absolute Return Fund Managers

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Boris finally quits, and ‘Quality Growth’

July 9, 2022July 9, 2022 Charles GillamsEconomy, investment managers, Opinion, UK Politics
A photograph of Boris Johnson, UK prime minister, resigning

Boris finally quits: the loss of his Chancellor clearly made this inevitable. We also reflect on the London Quality Growth Conference, held in Westminster last month. It implies a very US bias, driven by two US universities, that seem to […]

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River Deep, Mountain High

December 19, 2021December 19, 2021 superadminCentral Banks, Debt, Economy, inflation, investment managers, investment markets, USA

Welcome back Mr. Powell – so what is a good response to impending inflation? After nine months or more the newly reappointed Fed Chair conceded the blindingly obvious: we have an inflation issue, along with the equally transparent need to […]

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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 […]

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EVERY DOG

September 12, 2021October 21, 2021 superadminChina, Debt, Economy, investment managers, Opinion, UK, UK Politics
This is a collage of images illustrating the argument being made by Charles Gillams in his blog post 'every dog' that changes in the perception of Boris Johnson and Chinese policies should be noticed by professional investors

Boris seems slowly to be turning into the opposition to his own party, which I suppose is not new for him. Meanwhile China also seems to be hitting an identity crisis. Neither bodes well for investors. We apparently have a […]

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  • The Times They are A Changin’
  • Boris finally quits, and ‘Quality Growth’
  • Investment, Politics and Economic cycles
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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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