On Balance
The end of the old, the start of the new. Going into the beginning of Q4, we will be flooded by the quarterly update season over the next few weeks,but there are a lot more questions to be asked about 2027.
As September starts, it’s time to look at things from a slightly different position. The connected nature of the world’s Oceans provides a clear parallel to the connectedness of global financial markets
With July behind us, the second half needs to build on the realities of the first 7 months of the year – not seek to repeat them.
With the arrival of H2 we take a look at the weather report from the end of H1 and at the prospects for the summer ahead
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…
As April turns to May the next phase for the market gets underway. However, even if it looks similar, April 2026 was not April 2025 – there are a lot of tactical decisions that still need to be made over the rest of Q2.
The end of the month, the end of the first quarter and the emergence of a changing landscape for the markets and the real world. Our latest weather report takes a look through the “Apollo lens” at the events of the last month and adds in some broader thoughts on how markets are evolving in response.
This month’s weather report is more of a weather alert as markets enter a “Chaos phase”. What we can see is where we have entered the current period of market turbulence from – those are our initial starting conditions. As for the outlook ahead? We have no visibility right now but we must go forward anyway…
Entering into February, we take a look back at the weather report for January 2026 and take a view on what might lie ahead in H1.
As global equity markets look ahead to the coming year, we summarise the year that has gone and look forward to the New Horizons of 2026 through the lens of Apollo.