morphic

Latest news and analysis on morphic

Fed's Secret Santa: A gift for markets?

In our office, we have switched from Secret Santa to Bad Santa. In Bad Santa, each member of the office draws a number from a hat. The lowest number then starts by...
Geoff Wood
Geoff Wood

JB Hi-Fi: What the market missed

The most important data in the report was that margins didn’t expand as much as the “Whisper number” thought they would. Firstly, what is the “whisper number?” Most...
JBH
Chad Slater
Chad Slater
Ellerston Capital
Rapid Fire

Jack Lowenstein’s 5 rules of investing

Jack Lowenstein, co Chief Investment Officer at Morphic Asset Management has not taken the conventional path into professional investing. Having started his career as...
Livewire Exclusive
Livewire Markets

Buy, Sell and now Short: Why Wells Fargo is "too big to succeed"

Chad Slater
Chad Slater
Ellerston Capital

How to pick a good Fund Manager? Check out their car..

Chad Slater
Chad Slater
Ellerston Capital

Tesla: When the "bull case" becomes "bull dust"

Chad Slater
Chad Slater
Ellerston Capital

Outlook for asset classes in a "Trump World"

Chad Slater
Chad Slater
Ellerston Capital

This is Big(ly): Our Trump musings (part I)

Chad Slater
Chad Slater
Ellerston Capital

Flying Low: Overcapacity in the Asian airline sector

QAN
Chad Slater
Chad Slater
Ellerston Capital

Strange(r) Things: A follow-up analysis on the Netflix quarterly results

Chad Slater
Chad Slater
Ellerston Capital

Standing on the outside looking in: "Angry Avocados" & Australian housing

Chad Slater
Chad Slater
Ellerston Capital

Unicorn Hunting: Season 1 Episode 1

Chad Slater
Chad Slater
Ellerston Capital

Platinum: The End (from us)

Chad Slater
Chad Slater
Ellerston Capital

Alstom: The big train that will.

Chad Slater
Chad Slater
Ellerston Capital

Adapt or Perish Part II: Eight active management strategies that benefit from the shift to passive

Chad Slater
Chad Slater
Ellerston Capital

Adapt or Perish Part I: How active management has to change to survive the rise of passive

Chad Slater
Chad Slater
Ellerston Capital

Making concrete sexy: why GCP Applied Technologies is part of our portfolio

Chad Slater
Chad Slater
Ellerston Capital

Morphic Half Yearly Review: Forecasts, reflections and quotable quotes

Chad Slater
Chad Slater
Ellerston Capital

Thoughts from the road part II: Unicorns

Chad Slater
Chad Slater
Ellerston Capital

Off the beaten track in Pakistan: Morphic March quarterly update

Chad Slater
Chad Slater
Ellerston Capital
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