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Targeted Absolute Return Fund Managers

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supply chains

Lend me your fears

October 16, 2022October 16, 2022 Charles Gillamsenergy, inflation, interest rates, supply chains, UK, UK Politics
this is a picture to illustrate the shakespeare quote - friends romans countrymen - here Charles Gillams uses it to discuss the aftermath of a modern political coup

I come not to praise Kwasi, but to bury him. This is an explainable, predictable but probably futile coup in the UK Tory Party, along with more King Canute from Bailey of the Bank. But in markets there is abundant […]

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INDIA : ‘OUTER CHINA ‘CROST THE BAY’?

May 22, 2022May 22, 2022 Charles GillamsEconomy, India, Opinion, supply chains
India - vegetable seller who accepts payments into her digital wallet

Is India really rising? For much of last year India was the top major stock market, and remains the best on a twelve-month basis, the main index up +9%: not bad, we look at why. While less exotically the lags […]

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REINSTATING REAL ECONOMICS – WISH YOU WERE HERE?

April 23, 2022April 24, 2022 Charles GillamsCentral Banks, Economy, interest rates, supply chains, UK Politics
Its a blue based picture with a banner saying 'positive interest rates are here again' It is an illustration for Charles Gillams's blog post dated April 2022

A return to the real world, where money has a time value is a great achievement. Inflation is after all transitory. At long last the most important of all price signals (interest rates) can break free, allowing for growth to […]

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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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