Charles Morris

Charles Morris

Head of Absolute Return Team, HSBC Investment Management

Charlie Morris is the head of the Absolute Return Team at HSBC Global Asset Management which he co-founded in 2002. He manages a multi-asset portfolio that has since grown to US$2.5bn of assets under management.

Charlie regularly appears on CNBC and Bloomberg and is often quoted in the press with investment views. He holds the Securities Institute Diploma, the Investment Management Certificate and is a Member of the Society of Technical Analysts (MSTA, distinction).

Prior to joining HSBC in 1998, Charlie was an officer in the Grenadier Guards, British Army.

Presentations for the STA

STA Monthly Meeting & Christmas Party December 2012 Strategic and Tactical Allocation to Gold

Charlie will discuss his thoughts on the strategic and tactical allocation to gold. There are six strategies, of which five could be described as technical. He will give an applied example (in this case gold) how a flexible model can be constructed using a range of different parameters. The aim is to identify a bull market with longer term models and then position size using tactical models. The final result is an efficient portfolio with a strong attention to risk and reward without over trading. Not one model analyses the gold price in dollars.

Tactical allocation to gold

STA Monthly Meeting May 2010 Trend Following – not always what it seems

Charlie last spoke to the STA 2007 about relative strength. At that time, his equity fund had returned 30% in 2007, which was 20% ahead of the market with lower volatility. In 2008, however, the reverse occurred and momentum strategies had their worst year in a generation. Charlie will discuss his experiences; his past successes and failures, with the intent to help the audience better understand the strengths and weaknesses of technical analysis. He will also explain his “five styles” investment process whereby each style requires an entirely different investment approach. Whilst two styles embrace technicals, one is agnostic and the other two shun it.

Trend Following – Not always what it seems

STA Monthly Meeting April 2006 Technical Analysis in Fund Management

Prior to joining HSBC in 1998, Charles was in the Army, which instilled many of the essential disciplines for successful and consistent fund management. Although Technical Analysis is normally associated with market timing and trading, in order to make it more relevant within fund management, the objectives need to be altered. Stock selection and asset allocation are more important than market timing, and Charles will argue that, contrary to popular belief, technical analysis serves the former better than the latter.

Obviously, the generation of returns above the index is needed to justify an active fund manager’s existence, and a technical fund cannot live in isolation from this fact, and hide behind absolute return or trading. Charles will discuss the investment process behind the HSBC Global Trend Fund, with insights into currency-adjusted price relative (CAPR), trend following, contrarian investing, asset allocation and risk management.

Share Share Share Share Share

Speakers

STA Videos with Mr. Morris

  • STA Meeting December 2012 – Charles Morris

Login to view videos

Next STA Meeting

STA AGM & Christmas Party – December 2019

Tuesday 10th December 2019 at 6.30pm

Speaker

There will be no speaker at this event - AGM and Christmas Party instead

The STA AGM will be held at One Moorgate Place on Tuesday 10 December at 6.30pm followed by the STA Christmas drinks party. AGM papers will be sent to all members nearer the time.

Future STA Meetings

STA Monthly Meeting – January 2020

Tuesday 14th January 2020 at 6.30pm

2020 Outlook: Fundamental vs Technical Perspective

Panel Speakers

Murray Gunn MSTA CFTe, Head of Research, Elliott Wave International
Tomasz Pelc MSTA CFTe, Founder, Pelc Enterprises
Adrian Schmidt, Senior FX Strategist, Continuum Economics

STA Monthly Meeting – February 2020

Tuesday 11th February 2020 at 6.30pm

Speaker

Robin Griffiths FSTA, Chief Technical Strategist , ECU

STA Monthly Meeting – March 2020

Tuesday 10th March 2020 at 6.30pm

Speaker

David Linton MSTA, MFTA, Founder and CEO, Updata

Blog Latest Posts

Blog: Latest Posts

Sign up to the STA newsletter

Sign up to the STA newsletter

Our newsletter is designed to bring you the latest information on technical analysis, educational courses, conferences and events . Sign up now!

Previous Newsletter Archive

* required

Sign up to the STA newsletter

  html
  text