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 […]
WHEN WILL MARKETS RESPOND? Everything is in the end politics; it just takes a long route on occasion and rather like a frog in water, markets take time to realize that the pleasant feeling of warmth is a prelude to […]
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.
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 […]