Skip to content

Monogram Capital Management Ltd

Targeted Absolute Return Fund Managers

  • Home
  • Team
  • The Monogram Model
  • Performance and Key Documents
    • MonograM model – performance – newsletters
    • VT-GTRF past newsletters
    • How to invest in the VT GTRF
  • Information for IFAs
  • Newsletter
  • Regulatory Information
  • Contact

UK

Investment, Politics and Economic cycles

June 26, 2022June 26, 2022 Charles GillamsEconomy, inflation, interest rates

An intriguing current question is which cycle are we in now? Is it the 2000 to 2022 one, or the 2008 to 2022 version? We look at the arguments, and the politics behind it all. And who exactly are energy […]

Read more

Seeking an end to the turmoil

June 12, 2022June 12, 2022 Charles GillamsChina, Debt, Economy, Employment, energy, inflation, interest rates, labour markets, Opinion, UK
this is a photograph of a desert road, with the words written above : never reaching the end?

This market turmoil feels interminable, as asset markets stumble to find a firm footing and churn relentlessly. Instinct says that’s a time to buy. But there is so much happening, as this multi-year trauma unwinds, it is quite hard to […]

Read more

He who pays the piper

April 2, 2022April 2, 2022 superadminCentral Banks, China, Economy, energy, Federal Reserve, inflation, interest rates, Opinion, UK, USA
a map of russian oil pipelines with pictures of pipes super imposed on it - in house collage - illustration for an article by charles gillams - he who pays the piper

A very strange quarter: the FTSE100 was up, in sterling terms the S&P 500 was up, and the Russian Rouble ended where it was just before the Russian invasion. Short term dollar interest rates are nicely positive at last. So […]

Read more

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 […]

Read more

THERE IS NO SANITY CLAUSE

December 19, 2021December 19, 2021 superadminCentral Banks, Economy, Federal Reserve, inflation, labour markets, UK, UK Politics
This is a collage image - the left hand side says no sanity claus, and the right hand side is a photograph of a tree wrapped in a quilt. It is an illustration of the article on investments written by Charles Gillams called 'there is no Sanity Clause'

Three big topics this week from three central banks, all of whom look to be in a muddle, with their knitting all jumbled up and highly implausible. Entirely predictable inflation meanwhile threatens to sweep them off their path, as they […]

Read more

Posts navigation

Older posts

Sign up for our Newsletter:

  • Investment, Politics and Economic cycles
  • Seeking an end to the turmoil
  • INDIA : ‘OUTER CHINA ‘CROST THE BAY’?
  • Hard Landings?
  • REINSTATING REAL ECONOMICS – WISH YOU WERE HERE?

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
Powered by WordPress | Theme: Astrid by aThemes.