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Targeted Absolute Return Fund Managers

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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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REFLECTIONS & PREDICTIONS

January 22, 2023January 22, 2023 Charles GillamsChina, Economy, Geopolitics, inflation, interest rates, Technology sector

This year won’t be last year, that much we know. Nor indeed will it be the inverse, which is inconvenient. So, starting this year as last year, but simply turned face down on the desk, is a trap. The place […]

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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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Bonds and Bullwhips

December 11, 2022December 11, 2022 Charles GillamsDebt, Federal Reserve, investment markets
A graph showing the bullwhip effect on markets, to illustrate an article by Charles Gillams on bond markets and the bullwhip effect

What are bonds for? Not always what you think. And the whiplash of the economy, (the bullwhip effect on all markets) makes recession both inevitable and meaningless. Corporate bonds vs government bonds So, to compare bonds – a corporate bond […]

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Tripod

November 27, 2022November 27, 2022 Charles GillamsEconomy, inflation, interest rates
a framed picture with the words mood, politics and macrom in boxes

We take a look at three things that move markets: macro, politics, and mood. We have an inexplicable market rally to explain. On bonds we remain wary and we also take a look at the Keynesian attitude to inflation. The […]

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  • 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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