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Targeted Absolute Return Fund Managers

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Hard Landings?

May 8, 2022May 8, 2022 Charles GillamsCentral Banks, Economy, interest rates, investment markets, Opinion, UK Politics
A plane landing on a german autobahn - with the words 'hard landings?' in hand writing

Local elections tell us remarkably little about national ones. We reflect on those. Meanwhile US equity markets are in turmoil, and some big numbers are changing very fast – some further musings. Do English local elections count ? We start […]

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DETONATION OR ROTATION

February 19, 2022February 19, 2022 Charles GillamsEconomy, energy, inflation, interest rates, investment markets, USA

Two big market forces are at work just now, one is rotation out of the low interest rate winners, to wherever we go next, the other might be something more spectacular. Enough of the market still sits in the “don’t […]

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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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Which is the Leviathan?

November 7, 2021November 7, 2021 Charles GillamsDebt, Economy, inflation, investment markets, Opinion, private equity, UK, us federal reserve
whale in the sea - sometimes called Leviathan

This is a week to ponder the role of private equity in portfolios, in what may be an early phase of a great investment and technological explosion. There seems to be no sign of higher interest rates and a stubborn […]

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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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  • Hard Landings?
  • REINSTATING REAL ECONOMICS – WISH YOU WERE HERE?
  • He who pays the piper
  • Tech Wreck or Much Ado
  • LOCATING THE ELUSIVE BASE

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.

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  • Team
  • The Monogram Model
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