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
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…
Seeing is believing. It’s a Fact(or).
Constructing a successful investment portfolio requires not only a consistent measure of current values and forecast expected returns across the investible universe but also a…
European Banks are back on the menu
Since we ‘called the bottom’ for the sector as you can see from the blog comment on April 14 and the Apollo Margin of Safety…
On the Move
The Travel sector entered the re-rating phase on January 10 and since then the good news has just kept coming. When Factor risk changes you…