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
(Broad) reach ahead
After our latest portfolio rebalances we take a look at the “Weather” ahead
War. What is it good for?
According to Edwin Starr, absolutely nothing, but shareholders of BAE Systems and other European defence stocks might beg to differ as the chart below shows.
Sail in May…
Setting up for the summer. As markets review how they survived the turmoil of the Spring, thoughts turn to summer…
Building blocks
Portfolio construction needs to be about both a managed process of risk and return – not about multiple risks and multiple returns
Thinking about risk
There should be a better conversation about how to manage both risk and reward in equity markets.
Market Weather Report – Round the Horn
One reason that we call this report “The Weather report” is that the analogies with multiple elements of Value, Momentum and Uncertainty impacting markets in a…