The Multi-Asset Investor

The Multi-Asset Investor is a weekly newsletter containing two portfolios: Whisky (medium to high risk) and Soda (medium risk).

From inception on 29 January 2016 to 2 July 2024:

• Soda returned 106.7% (vs FTSE Private Balanced Index +86.0%)
• Whisky returned 161.7% (vs FTSE100 inc dividends +81.3%)

In tough markets, Charlie Morris has delivered highly impressive risk-adjusted returns for our readers.

Whisky and Soda bring Charlie's best ideas into an investable portfolio:

• Look for value
• Be wary of hype
• Preserve capital
• Diversify risk
• Think about liquidity
• Understand macro cycles
• Respect the market

The portfolios are designed to be easy to replicate for investors managing their own money. Charlie explains his decisions, good and bad, in language that is easy to understand and entertaining. We hope you enjoy it.

Charlie Morris is the Editor of The Multi-Asset Investor. Prior to this, he was the Editor of the Fleet Street Letter, a market newsletter for private investors published by Southbank Investment Research with a wide readership. He is also the Chairman and Chief Investment Officer of ByteTree, which he founded in 2014 as a platform to deliver independent, robust and thought-provoking market analysis.

Charlie has 25 years of fund management experience and is a pioneer of multi-asset investing. At HSBC Global Asset Management, he launched the Absolute Return Service in 2002, which grew to over $3 billion. Much of that success came from moving away from the crowd and embracing a wider range of asset classes that traditional investors were not familiar with at the time.

Subsequently, Charlie managed the Total Return Fund at Atlantic House Fund Management until June 2020, at which point it was ranked number 1 out of 48 funds in the Trustnet Target Absolute Return Sector. He sits on the investment committee for the Society of Technical Analysis and on the Board of Halkin Services, a renowned investment think tank. He has regularly been featured in leading news publications and has given numerous presentations to investment bodies and Universities. Charlie's pioneering gold valuation model, developed in 2012, was published by the London Mastels Bullion Association (LBMA) and the World Gold Council (WGC). It is widely regarded as a major contribution to understanding the behaviour of the gold price.

Prior to a career in finance, Charlie served as an officer in the Grenadier Guards, British Army, having graduated from the Royal Academy Sandhurst in 1994.

The Multi-Asset Investor is offered as a standalone plan or in our all-inclusive Pro subscription. Click here to get started or change your existing plan.