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
LVMH – Back in Fashion.
Over the past few months we’ve followed the LVMH (share price) story through the eyes of Apollo. We picked the story up originally following the…
And when he was only half way up he was neither up nor down (The Grand Old Duke of York.)
The rally in NASDAQ since March 30 has been impressive. The rally in AI, Space and Semi conductor stocks has been ‘extraordinary.’ MAG7 stocks have…
And he marched them up to the top of the hill and he ….
The rally in NASDAQ since March 30 has been impressive. The rally in AI, Space and Semi conductor stocks has been ‘extraordinary.’ MAG7 stocks have…
Weather Report May 2026
As we take forward the momentum of May towards the summer months, the forthcoming SpaceX IPO may have bigger implications for markets than we realise…
Semi conducting the market
Semiconductors. The talk of the town and today is no exception. It’s been (and is) a must have sector for investors. It’s also a sector…
You can Bank on it.
You can Bank on it. AI’s not just a tech story anymore. It’s seeping into every corner of the market and that’s a big reason…