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Targeted Absolute Return Fund Managers

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stock markets

WHAT DO THEY KNOW OF ENGLAND?

November 13, 2022November 13, 2022 Charles Gillamsinvestment markets, private equity, Technology sector

Let us look at tech, private equity and this seeming market bounce, driven by those sectors. The NASDAQ is up almost 10% at 11,320 after a trio of twelve-month lows in the mid 10,300’s, the latest of those lows just […]

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FEEDING FIDO

October 2, 2022October 2, 2022 Charles Gillamsinterest rates, investment markets, Property
a cartoon of a startled bear, with a dog rushing towards it happily, and a bowl of food in between these two

International interest rates – what a dog’s dinner! But perhaps also a wake-up call: this is real life – governing for your social media feed does not work. We take a glance, too at the property market. MARKET EVENT OR […]

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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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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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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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  • 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.

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