Ted Alexander
Portfolio Manager - Global strategies
BEco, MEco, Rhodes Scholar
Ted has 17 years’ experience in the investment industry having worked as portfolio manager of global long-short equities. He has held the positions of CIO at BML Funds; Head of Investments at Orca; Portfolio Manager and Head of Healthcare at Magellan Financial Group; and Head of Alternative Investments, Technology and Telecom at Neptune Investment Management.

From the Journal
From cheap trinkets to the DeepSeek moment
DeepSeek is another symbol of Asia’s capacity for change. But what does it mean for investors?
Notes on the end of a theme...
What happens when an investment theme comes to an end?
Europe: why President Trump's tough love is a catalyst for change
Europe is adapting to new geopolitical realities. Which companies could benefit from that change?
Are we still ‘misunderestimating’ Asia?
Investors have been underestimating Asia for decades. Now more than ever, that could be a mistake.
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