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

Opinion

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 […]

Read more

He who pays the piper

April 2, 2022April 2, 2022 superadminCentral Banks, China, Economy, energy, Federal Reserve, inflation, interest rates, Opinion, UK, USA
a map of russian oil pipelines with pictures of pipes super imposed on it - in house collage - illustration for an article by charles gillams - he who pays the piper

A very strange quarter: the FTSE100 was up, in sterling terms the S&P 500 was up, and the Russian Rouble ended where it was just before the Russian invasion. Short term dollar interest rates are nicely positive at last. So […]

Read more

Tech Wreck or Much Ado

March 18, 2022March 18, 2022 Charles GillamsOpinion, Technology sector
picture of a theatre production of much ado about nothing by William Shakespeare in Stratford Upon Avon, at the Royal Shakespeare Company in March 2022

Talking Tech today – We think that market cycles are longer and far less repetitive than we like to assume. Asset price ramps – the tech story But each speculative ramp up and blow off in assets shares much the […]

Read more

LOCATING THE ELUSIVE BASE

March 6, 2022March 6, 2022 Charles GillamsCentral Banks, Debt, Economy, Federal Reserve, interest rates, Opinion, USA

the investment impact of recent events CRANES I spent last Sunday in the elusive pursuit of grus grus, in the upper Marne basin, East of Paris. For some reason the Common Crane had already left in a bid to cross […]

Read more

First Principles

February 6, 2022February 6, 2022 Charles Gillamsinflation, interest rates, Opinion, UK Politics
collage of banknotes superimposed with an inflation graph - featured image of a blog post by charles gillams of monogram capital management ltd

Principles may be lacking in certain quarters, but we will start with the economics of inflation rather than Boris. How much inflation and for how long? Inflation is simply too much demand for the available supply, nothing more complex than […]

Read more

Posts navigation

Older posts

Sign up for our Newsletter:

  • 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.

  • Home
  • Team
  • The Monogram Model
  • Performance and Key Documents
  • Information for IFAs
  • Newsletter
  • Regulatory Information
  • Contact
Powered by WordPress | Theme: Astrid by aThemes.