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Monogram Capital Management Ltd

Targeted Absolute Return Fund Managers

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us federal reserve

All kinds of everything

November 21, 2021November 21, 2021 superadminCentral Banks, China, Federal Reserve, us federal reserve, USA
three pots - with the middle one lidded - denoting the investment pots of monogram capital management ltd

We move towards the end of the year with a great deal of challenging uncertainty and big calls to make, on inflation, China, US Politics, whether interest rates are pegged, and a few political issues. The temptation to sit it […]

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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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Caution: Bumpy Road ahead

October 24, 2021October 24, 2021 superadminCentral Banks, Employment, inflation, labour markets, Opinion, UK, us federal reserve
two part photograph to accompany newsletter by charles gillams, showing a winding hilly road and a graph with a downward plunging line

Puzzle: World markets have whipsawed in the last few weeks, from high anxiety to an almost beatific calm. The VIX volatility index has dropped to pretty well a post-pandemic low. Which should mean we all agree, but on what exactly?  […]

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POWELL / GOVE : DROPPING THE PILOTS?

September 26, 2021October 21, 2021 superadminChina, Federal Reserve, UK Politics, us federal reserve
This is a photograph showing Powell, chairman of the US federal reserve, whose speech is being analysed in the accompanying article, and Michael Gove, UK cabinet member

Jerome Powell looked ill at ease twice at his Wednesday press conference, with neither occasion related to monetary policy. While in the UK, Gove’s sidelining is the end of any chance of reform from this UK government. Oddly when asked […]

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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.

  • Home
  • Team
  • The Monogram Model
  • Performance and Key Documents
  • Information for IFAs
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