Charlie Morris

Charlie Morris

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The Boring Stocks Are Back
TMAI · The Multi-Asset Investor, TMAI + Quality and Pro tiers

The Boring Stocks Are Back

My favourite momentum chart has seen its “jaws” close. That means the past winners have fallen, while the past losers have rallied.

How Patriotic Is Your Portfolio?
TMAI · The Multi-Asset Investor, TMAI + Quality and Pro tiers

How Patriotic Is Your Portfolio?

Investment portfolios have historically had a “home bias”. That is, local pension funds and the wealth management industry invest a large chunk at home before looking for diversification abroad.