On Balance
A series of individual stock concerns in both the US and Europe – think Glaxo Smith Kline, Moderna, Astra Zeneca, Eli Lilly, Smith and Nephew, Merck and even Novo Norsdisk added to the fact that the new Trump administration may not be friendly for the sector has seen the sector in a Trump Slump.
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 and h0w it can help investors. Apollo (through the EDGE platform) provides investors an insight which gives them that edge.
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 twice a a year for a good day out, I don’t follow racing like I follow other sports. I don’t research the race card before attending and yet I place […]
One of the most significant investment developments of recent years has been the emergence of factor-based investing as a mainstay of investment management.
As we start a new Smart Alpha “Sprint period” for out S&P500 based Strategy, it is worth reviewing how we have performed so far this year.
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.
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.
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.
How Apollo signals can help to gauge the market. As a first blogpost, it seemed timely to showcase how some of the Apollo signals and indicators can inform us about the prospects for the US market over the next twelve months.