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Opinion

The Art of the Possible

February 5, 2023February 5, 2023 Charles GillamsAbsolute return, interest rates, investment markets, Opinion

Image from Wikemedia – by Neide José Paixão Looking at Absolute Return – Can it be Done? A wise old hand once told me that all investors want is protection from inflation; do that, earn your fees and your job’s […]

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All Clear? REITs and Private Equity

January 8, 2023January 12, 2023 Charles GillamsOpinion, private equity, Property
A picture of a set of buildings, with the wish 'happy new year'

When do we go back to property (REITs) and private equity (PE)? We look closely at these two areas, as there appears to be nothing new to see or say on interest rates or inflation. Macro is dull just now […]

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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 […]

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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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Seeking an end to the turmoil

June 12, 2022June 12, 2022 Charles GillamsChina, Debt, Economy, Employment, energy, inflation, interest rates, labour markets, Opinion, UK
this is a photograph of a desert road, with the words written above : never reaching the end?

This market turmoil feels interminable, as asset markets stumble to find a firm footing and churn relentlessly. Instinct says that’s a time to buy. But there is so much happening, as this multi-year trauma unwinds, it is quite hard to […]

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Older posts

  • The Art of the Possible
  • REFLECTIONS & PREDICTIONS
  • All Clear? REITs and Private Equity
  • Bonds and Bullwhips
  • Tripod
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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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