Fleet Street Letter investment director Charlie Morris is a highly experienced investor. After a career as an officer in the Grenadier Guards, Charlie spent 17 years as the Head of Absolute Return at HSBC Global Asset Management, managing more than £3 billion in client funds.
During his time, Charlie helped both protect and grow the wealth of scores of wealthy investors. In fact – and keeping in mind that past performance is no guide to future results – between 2003 and 2015, his fund made a cumulative return of more than 100%.
To be blunt, what Charlie Morris doesn’t know about the financial markets just isn’t worth knowing. He knows how to succeed in the financial world.
He’s known and respected as a specialist on gold, cryptocurrencies and momentum investing. In fact, he’s made over 200 appearances as a guest expert on various financial television programmes. In short, he’s not an ‘armchair pundit’… he’s a battle-hardened investor with real experience making money in the financial markets.
Investment director Tim Price has worked in finance ever since leaving Oxford University. He began as a bond salesman and then moved into funds management. His understanding of the financial system has earnt him a high standing in the industry. In 2005, he won the Ansbacher Defensive Investor of the Year award, and has been nominated a further five times. When the 2008 crisis struck – and the FTSE 100 fell 50% – Tim’s clients saw their wealth hold firm.
The investment world is littered with unexploded ordnance – a decade of Quantitative Easing, Zero Interest Rates and trillions of dollars, pounds and euros flushed through the financial system has made most financial assets unsustainably expensive and distorted the prices of just about everything. With central banks displaying imperial levels of over-reach, there is hazard around every corner in the modern financial marketplace.
Happily, there are still investment strategies that make sense for the concerned investor and that don't put your valuable capital at unnecessary risk. Tim Price is an Oxford graduate, author and an award-winning 25 year City insider who now runs his own asset management business. Tim will guide you through the fog of financial warfare, and show you how to both protect and grow your assets at a time of almost unimaginable financial threat. This may be a time of great challenges, but it is also one of great opportunities.
Eoin Treacy is a career analyst, writer, strategist, commentator, lecturer and fund manager. Following a degree in Philosophy from Trinity College Dublin, Eoin spent 4 years at Bloomberg terminal sales travelling all over Europe teaching seminars and meeting the firm’s clients.
In 2003 he transitioned to working together with David Fuller to specialise in his unique approach to research – combining technical, fundamental and behavioural factors – covering global markets. Together they bought out FullerTreacyMoney in 2014.
Eoin took The Chart Seminar over from David in 2007 and has taken it on sell-out tours to the USA, UK, Australia and Singapore since. He published Crowd Money – a Practical guide to Macro Behavioural Technical Analysis in 2013 to act as a companion guide to the seminar. Agora’s Found Bill Bonner described it as “a treasure trove of ideas and insights” The FM WP Global Corporate Autonomies Fund was launched in 2015 to give a voice to the ideas presented in the book and he acts as an investment consultant for the fund.
Eoin is globally recognised for his encyclopaedic knowledge of asset classes, sectors and thematic investing. He has been quoted in the Wall Street Journal, and appeared CNBC, Bloomberg TV, CNN, NDTV Profit and Reuters India. He has been interviewed by the BBC World Service and Ireland’s TodayFM and FinancialSense Online.
He is the Investment Director for Frontier Tech Investor and Trigger Point Trader and he also sits on the board of Nevada Trust Company.
In 2013 he was awarded an Extraordinary Ability green card by the US Citizenship ad Immigration Service for his work in the field of financial analysis and now lives in Los Angeles. In his spare time Eoin is an avid scuba diver and is never happier than when spending time with his wife and two young daughters.
During the early 1990’s Akhil witnessed the effects of economic recession first hand through his family’s struggling business. A combination of constrained credit and the loss of jobs impacted his and many other families greatly. Eventually these were overcome and they experienced rising prosperity during the boom years of the late 1990s and early 2000s. But when the Global Financial Crisis hit in 2007, the financial problems returned.
Struck by the fact that the GFC seemed to him to be like the events of the early 90’s repeating themselves - but with increased severity – Akhil’s passion for studying cycles really took off.
He wanted to understand why history was repeating; why there was no general awareness of this; and what people needed to know to avoid being affected by the same issues that had impacted his family. Through his research he met future business partner and good friend Phil Anderson – author of the acclaimed financial book The Secret Life of Real Estate and Banking in 2010.
Since then he has written many research papers with Phil on property, stocks and commodities. And the fruits of this collaboration are what you’ll read about in his newsletter Cycles, Trends and Forecasts!
Akhil has professional experience in audit, central government and international banking and has worked on a range of issues from reviewing large infrastructure PPP deals to helping establish the UK's £3 billion International Climate Fund. He has two Masters Degrees (in Finance and Public Policy) and a first degree in the Classics from Oxford. In 2013, he established Ascendant Strategy to produce research that helps investors make better investment decisions based on an understanding of the key economic and financial cycles driving markets. He is also himself a stock and property investor and so puts into practice what he researches.
Each and every week you’ll get powerful knowledge of the cycles he studies. The primary focus is on the property market, but you’re also going to get information that will help you understand the stock market and how to read charts; plus what’s going on with interest rates; all you need to know about money and banking; and how politics affects the economic cycle (and how it does not).
Sam built a career advising private clients and businesses on how to manage their money and build their wealth. With a decade of financial advice under his belt he decided that it was time to change the game and combine his great passions in life (technology, writing and helping people to make money).
He joined our Australian affiliate Port Phillip Publishing in 2013 and has since become one of Australia’s most recognised financial editors.
As a child he revelled in the wonders of the Apple 2e and Macintosh. A life-changing trip to Japan’s ‘Electric Town’, Akihabara set him on a discovery of technology that will never end. Starting a small tech business in his 20’s, registering a patent in Australia and running several websites are just some examples of how he immerses himself in the world of technology.
But his real talents lie in uncovering, researching and investigating the world’s most revolutionary technology companies and trends before they hit the big time. He predicted the rise of 3D printing, the arrival of augmented reality and most notably the incredible shift to self-driving cars and artificial intelligence.
He first bought bitcoin in 2011, and ever since he has followed the cryptocurrencies 'wild west', becoming an authority in this new field of digital assets. Recently, Southbank Investment Research published his book Crypto Revolution: Bitcoin, Cryptocurrencies and The Future of Money
He travels the world meeting and engaging with inventors, founders, innovators and the most influential people in tech. His unique combination of financial acumen with an unwavering devotion to the most cutting edge technology makes Sam one of the most prodigious talents in our stable of Editors.
Nick O'Connor is the publisher of Southbank Investment Research, one of Britain's leading publishers of independent financial advice and alternative ideas. Southbank Investment Research is one of The Agora Companies, a global network of private publishing companies with roots going back to 1978.
Since its inception in 2015, more than 100,000 investors from all over the Britain have looked to Southbank Investment Research to provide critical thinking and valuable, actionable financial insight. With 12 different titles and highly experienced investment experts covering everything from new technology breakthroughs to the energy market, retirement planning to preparing for the next financial crisis, SIR is an antidote to lazy analysis and groupthink found in the mainstream media and financial industry.
After becoming Associate Publisher in 2015, Nick was instrumental in exposing the state’s plans to abolish cash – publishing The War on Cash with Tim Price, and personally bringing a petition with more than 10,000 signatures to Parliament.
He’s also the author of The Exponentialist, a 2016 book on the four most important technological trends of the coming decade, with interviews from Nobel Prize winning scientists, billionaire investors and some of the world’s leading thinkers. As publisher and writer he’s worked with some of the City’s most respected investors, as well as New York Times best-selling authors Bill Bonner and Daniel Denning.
James Allen has over a decade’s experience as an expert energy analyst.
He reported on the main trends affecting global wholesale energy markets as head of Montel’s real-time newswire bureau in Manhattan for five years, covering areas such as LNG, pipelines, coal, carbon, power, oil, generation spreads, utility hedging and regulation.
Prior to joining Montel, he was Team Leader of the power markets desk at Platts, a huge energy price reporting agency.
He brings a wealth of expertise and a rolodex of key contacts, including energy insiders, CEOs, analysts and experts to his role as Editor of Exponential Energy Fortunes here at Southbank Investment Research.
Nick has worked in financial publishing since 2010 as the editor of several newsletters in the UK and Australia. He is currently the editor of Southbank Investment Daily and chief strategist of Zero Hour Alert. In 2018, Nick published his book How the Euro Dies about the inherent flaws of the euro and how they would trigger the largest financial crisis in history.
Having seen the true nature of the investment banking business in 2008 from inside Wall Street’s most notorious investment bank, Nick decided to find somewhere he could give honest, hard-hitting and profitable investment advice in an ethical way instead. He found us at Southbank Investment Research in 2015 and, after a stint performing as a flying trapeze artist, joined us properly in 2017.
Nick holds degrees in Finance, Economics and Law from the prestigious Bond University and is a qualified financial adviser in Australia.
Robin Griffiths is one of the world’s most experienced and highly regarded market analysts. As well as being one of the two managing editors of Dynamic Investment Trends Alert, he is also currently Head of the Multi-Asset Research & Advisory team at the ECU Group – an award-winning global macro research, advisory and investment firm.
Robin began his career in the financial markets with Phillips & Drew in 1966, having taken a degree in economics at Nottingham University. He went on to become a partner at WI Carr, the first British stock broker to have offices in Hong Kong and Tokyo. Part of this firm was acquired by Grieveson Grant, with whom Robin enjoyed a stay in Japan. In 1986 Robin joined James Capel, which was already owned by HSBC. He stayed there until normal retirement age, and during that period travelled all over the world to meet their extended client base. For the last six years of that employment, Robin was resident in New York. Having left HSBC Investment Bank in 2004, Robin then joined Rathbones as head of asset allocation in 2005, where he stayed until 2007. During that period he advised Rathpeacon Management LLC – a hedge fund invested in the 500 largest Global companies.
Thereafter, he became the Technical Strategist for Cazenove Capital and managed the Worldwide Absolute Return hedge fund. Robin has been a regular on CNN, CNBC, Reuters and Bloomberg TV. He is a committee member and former chairman of the International Federation of Technical Analysts; former chairman, now fellow, of the British Society of Technical Analysts; and honorary member of the Swiss Association of Market Technicians (SAMT). Robin is also author of several notable financial market books, including Mapping the Markets, Future Storm, and has co-authored a chapter in the book Technical Analysis & Behavioural Finance in Fund Management: Discussions with Investment Managers and Analysts and Breakthroughs in Technical Analysis.
Tom Meyer’s career as a financial advisor began with Dean Witter Reynolds in 1993. After Dean Witter merged with Morgan Stanley, he became a manager in the Morgan Stanley system.
After the dot.com crash, he saw the ‘dark side’ of the financial industry: that many brokerage firm’s goals are not aligned with their clients’. At the same time, he met a software engineer who had developed one of the first algorithmic-based trading programs. The markets were getting crushed but some systems were making money. He left Wall Street and began collaborating with him and others who believed that sophisticated algorithms were the future of Wall Street. One of the collaborations led to the development of a program available only on Bloomberg’s network for large investment banks and institutional traders (Tom still supplies research to Bloomberg each week).
Now, Tom lives just outside of Austin, Texas which is a hotbed of computer and software development. In Short the World, he’ll be helping British investors use a sophisticated trading algorithm for the first time – hopefully, with profitable results.
Gerard has worked for US and European drug development companies for 23 years, most notably as a senior executive of #1 ranked pharma group Pfizer Inc. As a pharmacist dealing with the regulatory authorities, he was actively involved in the launch of blockbuster drugs.
In 1999, he moved to the brokerage and investment banking sector as a sell-side analyst, heading the pharma/biotech equity research team at Banca Fideuram (#1 Italian ranked Intesa San Paolo Bank).
Gerard has pursued his analyst career for French, Belgian and UK brokerage firms as an origination banker for IPOs on Euronext. During these last two decades, he has also acted as a senior advisor for CEOs of biopharma and medical devices companies based in Europe and the US, helping the management in corporate strategy and fundraising.
He was also an active day-trader taking advantage of his charting and qualitative analysis expertise for long/short trading on biopharma, gold, utilities and tech stocks.
Bringing a dual seasoned experience as pharma insider and financial analyst, Gerard now enjoys sharing his sharp vision and insight of the pharma industry with private investors as Editor of New Drug Speculator at Southbank Investment Research.
You don’t need more information to be a better, more profitable investor. You need better research. Here you’ll find investment ideas and strategies from some of Britain’s most experienced investors produced specifically for investors like you. Learn more about independent stock market research and advice from one of the UK’s oldest financial publishers.