It’s the big calls that make the big difference to both Equity and Cross Asset investors and we’ve been doing this successfully for years.
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Point to Point
In Part I of the inquiry, I set out some of the structural problems that the Finance Industry is facing in the wake of the macroeconomic adjustments we experienced over the last 18 months or so and the impact that they have had on portfolio returns both in 2022 and in the future. In part II I take a closer look at the range of investment approaches – from passive to active currently being operated in the market and at the types of investment models underpinning them.
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Change is Good
The latest signal / indicator to be added the Apollo EDGE platform has been the Investment Cycle which we discussed in an earlier comment – the ability to show the transition from Value to Re-rating to Growth and De-rating (the cycle) is proving very informative.
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Inquiring minds…
Yet again, the financial industry has had to start the year on the back foot. As lists of dramatic fund level underperformances circulate in the media, the explanations, rationalisations and justifications for failure are being delivered via fund reports and year ahead presentations.
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Copper Mountain
The Federal reserve is now perceived to be of a Dovish disposition while the China Opening Up story is now prevalent. Risk assets are on the rise and Copper is back to $9000 / tonne. Maybe we should be buying commodity stocks and copper related names in particular. Antofagasta anyone?
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Alibaba to Ali Baba…finally?
Having announced the launch of the Apollo Investment Cycle some weeks ago, today we announced the actual launch of our proprietary Investment Cycle that allows an investor to understand and visualise as a stock, sector or market moves from De-rating to Value, to Re-rating, then Growth.
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Tesla’s Flat Battery
As the news wires (and not only the financial ones) are dominated by Elon Musk, mostly around Twitter, the value of Tesla and by extension Elon’s own fortune, is melting away as the market tries to assess what Tesla is worth and how to value it?
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Investment Cycling
Today we introduce the Apollo Investment Cycle on the EDGE platform. Clients will already be aware that they can Smart Filter their portfolios and watchlists at a stock level using the proprietary investment factor groupings of Value, Re-rating, Growth and De-rating.
We have recently introduced a new feature on the Apollo Edge platform that allows investors to “Smart Filter” their portfolios or watchlists at the stock level, using our proprietary investment factor groupings of Value, Re-rating, Growth or De-rating.
As the World Cup ‘kicks off’ the usual mania and anticipation may be lacking but as the tournament gets underway every football fan will be rooting for their team and emotions will run high.