Charlie Morris

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 $3bn.

Latest

GTI 200 · Sep 29, 2025 Members-only

Energy Stocks Chasing Gold

Issue 34; - Energy exploration stocks are on the move. - India's weakness broadens. - Payments, exchanges, capital

GTI Premium · Sep 29, 2025 GTI: Premium and Momentum Pro tiers

GTI Premium Spreadsheet, 26 September 2025

Thirty seven new stocks join the Bear list this week, including Unilever and Volkswagen. You can filter for these in

GTI 200 · Sep 22, 2025 Members-only

Exploding Bear Trends

Issue 33; - The number of bear trends rises sharply as bull trends decline. - The size effect at extremes.

GTI Premium · Sep 22, 2025 GTI: Premium and Momentum Pro tiers

GTI Premium Spreadsheet, 19 September 2025

As the world index powers ahead, many more companies are being left behind. There are few leading trends, but many

GTI 200 · Sep 15, 2025 Members-only

Feels Like 1999

Issue 32; - The stockmarket is testing momentum records. - The market is being driven by volatile stocks. - Too

GTI Premium · Sep 15, 2025 GTI: Premium and Momentum Pro tiers

GTI Premium Spreadsheet, 12 September 2025

Oracle continues to lead the market, and TSMC holds its place too, as both delivered excellent recent results. Meanwhile Coca

GTI 200 · Sep 8, 2025 Members-only

Biotech and Gold

Issue 31; It’s an interesting issue this week as change is underfoot. The ascent of the World Index is

GTI Premium · Sep 8, 2025 GTI: Premium and Momentum Pro tiers

GTI Premium Spreadsheet, 5 September 2025

Biotech stocks are the theme this week, as the likes of Innovent and Argenx come through in the Leading trend

GTI 200 · Sep 1, 2025 Members-only

Coca Cola Breaks

Issue 30; The World Index holds a ByteTrend Score of 5 in the face of rising bond yields and a

GTI Premium · Sep 1, 2025 GTI: Premium and Momentum Pro tiers

GTI Premium Spreadsheet, 29 August 2025

Weakness in India has resumed, as geopolitics worsens its outlook, while political unrest in Indonesia aligns with the weak signal

GTI 200 · Aug 25, 2025 Members-only

Measuring Trend Time

Issue 29; The World Index makes another new all-time high, sustaining its ByteTrend Score of 5. A weak dollar was

GTI Premium · Aug 25, 2025 GTI: Premium and Momentum Pro tiers

GTI Premium Spreadsheet, 22 August 2025

Rashpal has added time counters to the spreadsheets. You can now count the number of weeks that a trend has