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
The Unknown Knowns
After last week’s discussion of Unknown Knowns, we update our findings and revisit the idea of how dynamically risk managing the portfolio’s exposure to underlying…
Unknown Knowns – the key to the Risk Matrix
Investment decisions are not just about Risk and Return – they are aboutindentifying the risks you DO NOT NEED TO TAKE. A focus upon the…
(Broad) reach ahead
After our latest portfolio rebalances we take a look at the “Weather” ahead
War. What is it good for?
According to Edwin Starr, absolutely nothing, but shareholders of BAE Systems and other European defence stocks might beg to differ as the chart below shows.
Sail in May…
Setting up for the summer. As markets review how they survived the turmoil of the Spring, thoughts turn to summer…
Building blocks
Portfolio construction needs to be about both a managed process of risk and return – not about multiple risks and multiple returns