In 2004 we built an Equity investment product – Apollo. On a daily basis it systematically values, analyses and advises on 8000 global companies; providing a unique insight into how stocks, sectors and markets are changing and where opportunities and risks are emerging. Follow those thoughts and idea here at On Balance…
Latest Blog Posts
If you don’t know what the market is thinking. What are you thinking?
It’s been some time since I posted content from our Apollo EDGE platform but to those that follow our work, the Investment Cycle and Implied…
Barely a pulse.
A series of individual stock concerns in both the US and Europe – think Glaxo Smith Kline, Moderna, Astra Zeneca, Eli Lilly, Smith and Nephew,…
A picture paints a 1000 words
Investing is all about knowledge which is why we have always used the phrase “The Need to Know” when describing what Apollo is and does…
French Toast
President Macron’s decision to call a snap election has had a dramatic effect on bond and equity markets to the extent that and even before…
it ain’t over until its over.
There are many reasons why our Smart Alpha process works so well and stands up to scrutiny.
We start with the investible universe and immediately…
Backing the winners
As regular readers know, we like a sports analogy and so let’s think about horse racing for a moment. As a person who goes racing…