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View from the Edge

Point to Point

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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View from the Edge

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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View from the Edge

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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View from the Edge

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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View from the Edge

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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View from the Edge

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.

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Portfolio Construction Reader FAQs View from the Edge

Value doesn’t last forever…

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.

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View from the Edge

You only sing when you’re winning.

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.

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View from the Edge

Back to Value

We have been using the phrase ‘back to value’ for many years now, but what does it mean, you ask?

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View from the Edge

Information is power

We have been referring to Apollo as ‘The Need To Know’ since inception in 2004 for good reason. Investors armed with information and insight make smart decisions at the right time to maximise the chance of a positive outcome and now we bring these insights to ETF investors and distributors.