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 and also meaningful price falls for the traditionally lower risk fixed income sector. At Apollo, we have weathered this environment with the supporting performance of our absolute return basket which has provided a lower volatility, lower risk return traditionally offered by fixed interest. We hope you will enjoy reading our Investment Spotlight April 2022 to learn more about our asset allocation, themes and views.
