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Targeted Absolute Return Fund Managers

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UK Politics

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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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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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 […]

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Sea change

January 23, 2022January 23, 2022 Charles GillamsCentral Banks, Economy, interest rates, Opinion, UK, UK Politics, USA
a sea container with a building site beside it, illustration for article by Charles Gillams of Monogram capital management entitled 'sea change'

A trio of influential knaves to worry about this week, united by a belief that “this time is different”. Well pantomime season is behind us, however we can still all shout “oh no it isn’t”. Boris seems to be the […]

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NO NEWS?

January 9, 2022January 9, 2022 Charles GillamsEconomy, energy, Federal Reserve, inflation, interest rates, Opinion, UK Politics
This is an illustration showing a dog running towards a woofle bear, a character created by Martin Speed, an illustrator. The purpose of the image is to illustrate the text of a post by Charles Gillams, where he mentions the phrase 'not my dog', regarding inflation expectations.

Staying on the sidelines till Burns Night still remains rather attractive. Christmas as ever brings thin trading, a lot of speculation and some brutal repression or natural disaster, in a far-off land. Although these days ‘far off’ could include Lille […]

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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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