Your Wealth

Market Threats and Opportunities with Jack Lowenstein

May 1, 2018

What do French trams, the Bank of Internet and a Pakinstani cement company have in common? They’ve all found their way into the global equity portfolios managed by Morphic Asset Management’s Jack Lowenstein. Morphic’s portfolios are global, ethically screened and allow for shorting, representing an expansive view of the world’s current investment opportunities.

In our latest episode of Your Wealth, Gemma Dale interviews Jack about his current favourite stocks and his thoughts on:

  • Why an ethical screen makes good investment sense, and how to apply your own
  • Why he avoids the big names in technology, such as Apple and Google
  • Which strategies he recommends investors ‘don’t try at home’
  • Why he believes sharing his investment tips is a social responsibility,
  • Where he sees the most value in markets right now… and much more.

Access this and previous episodes now on iTunes, Podbean or at


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