AI Steve – consensus outlook 2025
Happy New Year! Click here to view AI Steve’s summary of consensus market views and outlooks from the major institutions
Investment Spotlight – October 2024
Volatility has been a prominent feature of markets in recent months. The upcoming UK budget and US elections will provide more discourse alongside economic data and the path of monetary policy normalisation. With some major markets at all time highs, we are looking to ensure our positioning is focused on areas of quality value companies […]
Once in a generation opportunity
While AI euphoria is driving a narrow cohort of mega cap tech companies, we see much more compelling long term opportunities elsewhere in the world. Patience and time will drive outperformance in many of our holdings as they are currently very attractively priced, read more about our thoughts, themes and positioning.
Apollo – Successful Absolute Return Investing
Apollo has long supported the view that the traditional 60/40 equity bond portfolio is not the optimal positioning for investment returns. Empirical evidence has shown that diversification is key to producing low volatility investment returns. At Apollo we see the Absolute Return asset class as an opportunity for us to excel and provide something different […]
The Return(s) of the Magnificent Seven
In the original film “The Magnificent Seven,” only three of the seven survive and return for the sequel. In the realm of stocks during periods of market euphoria, we witness a selection of companies reaching extreme valuations. While some may continue to experience growth in sales and earnings, others falter as competition or adoption fails […]
Investment Spotlight – Jan 2024
2023 will go down in history as the year which launched generative AI (Artificial Intelligence) to the general populous and the most anticipated recession of all time failed to materialise. 2024 is set up once again with a large cohort expecting the same storyline to play out; the goldilocks tale. History most likely tells us […]
Investment Spotlight – July 2023
Despite these being very difficult and unclear markets, we believe that patience and observance is the key to generating long term performance. While we can’t predict exactly when or how impactful recessions may be, there are signs that developed market economies will see some growth slowdown. A return to fundamentals means that forgotten or unloved […]
Investment Spotlight – May 2023
While the last five years have encompassed exceptional, and sometimes catastrophic, events and this has weighed on asset class returns, we remain optimistic that the portfolios we manage on behalf of our clients are set to deliver strong absolute and relative performance over the next five years, and beyond. The current shift in inflation and […]
Investment Spotlight January 2023
2022 could quite simply be summarised as a difficult year for global markets. While equity markets on the whole suffered steep drawdowns, it was the falls in fixed income that took the title for historic negative performance. Apollo weathered the volatility relatively well with our high expsoure to absolute return funds. Read more here to […]
Apollo Outlook 2023
While it may be a difficult year ahead, we have confidence that for active asset allocators there will be many opportunities to trade markets. The days of the 60:40 portfolio and passive asset allocation are dead. One needs a diverse portfolio across multiple asset classes, active asset allocation within those asset classes and/or sectors; and […]
Investment Spotlight – October 2022
So far, to the end of September 2022, this has been the worse year for a traditional 60/40 (Equity/Bond) portfolio since the Great Depression of the 1930’s. Apollo have been forewarning investors, that the end of the bull run in bonds would leave investors exposed to substantial downside risks. Apollo have always advocated a true […]
Investment Spotlight – July 2022
The second quarter of the year continued to test the resilience of many investors, and those with the traditional 60/40 equity bond portfolio had nowhere to hide from losses. The environment has been dominated by geopolitical uncertainty and rocketing inflation across the globe. Surging energy prices have played a significant part in driving inflationary figures […]
Market Update May 2022
Resilience in Volatile Markets 2022 so far has tested the resilience of many investors. The environment has been inundated with geopolitical uncertainty, inflationary figures not seen for many decades, central banks promising to do whatever it takes to fight this inflationary pressure whilst withdrawing liquidity which fuelled strong asset price growth over the last few […]
Investment Spotlight – April 2022
The first few months of the year have proven to be volatile, overshadowed by the devastating invasion of Ukraine by Russia and the economic impact on commodity prices, but also rife with inflationary concerns and Central bank policy decisions. The investment markets have seen significant price moves, have provided some interesting opportunities for stock pickers […]
Investment Spotlight – January 2022
Just three weeks into 2022 and global financial markets have already provided the volatility we were expecting. The value vs growth sectoral rotation has started with vigour and while on the surface some indices don’t look too impacted as yet, just dipping beneath the surface there is a whole story unfolding. Against the increased equity […]
