In 2004 we built an Equity investment product – Apollo. On a daily basis it systematically values, analyses and advises on 8000 global companies; providing a unique insight into how stocks, sectors and markets are changing and where opportunities and risks are emerging. Follow those thoughts and idea here at On Balance…
Latest Blog Posts
Data. It’s numbers game.
The Apollo momentum signal is a measure of the momentum associated with inter-temporal changes in stock level expected returns and the consequent re-estimation of future…
Weather Report November 2025
Catfish season… We call our regular Apollo based commentary “The Weather report”. The analogies that we can make with the multiple elements of Value, Momentum and Uncertainty…
Weather Report October 2025
Do traditional market patterns still matter in the age of AI and the 2025 surge in retail investor flows? As we enter November, we…
The Need to Know..
The Need to Know – Always Since we created Apollo – 20+ years ago, we have come up with one of two great ‘strap lines’…
Weather Report September 2025
Storm season arrives We call our regular Apollo based commentary “The Weather report”. The analogies that we can make with the multiple elements of Value, Momentum…
Weather Report August 2025
As summer ends, we move into more autumnal conditions in the markets. Things remain relatively stead but we can expect a pick up in the…