Knowing when to buy a stock is one thing but understanding the risk of loss is another skill altogether.
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Fly me to the moon…
Category: Smart Alpha
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Euro banks are in the red
In May 2007 the sector traded at €200. During the GFC (Great Financial Crisis) the sector hit a low of €24 in March 2009 and from that moment until September 2023, the sector was an investor’s graveyard. In October 2022 Apollo deep value signals appeared equivalent to the GFC and Covid period. A Need to […]
As someone who has been around long enough to be following Tesco’s stock market journey since the late 1980’s I found myself bemused by the share price reaction to the news that Asda was on the verge of announcing a price war. Over the years we have got used to price wars, particularly the threat […]
Investors thought they had entered the year with complete clarity. US exceptionalism being just one of those factors. Last years winners would be this year’s winners etc. Sure, there would be change under Donald Trump’s presidency but no-one forecast what has happened and would happen and for investors, to use an excellent analogy the cockpit […]
A series of individual stock concerns in both the US and Europe – think Glaxo Smith Kline, Moderna, Astra Zeneca, Eli Lilly, Smith and Nephew, Merck and even Novo Norsdisk added to the fact that the new Trump administration may not be friendly for the sector has seen the sector in a Trump Slump.
Investing is all about knowledge which is why we have always used the phrase “The Need to Know” when describing what Apollo is and does and h0w it can help investors. Apollo (through the EDGE platform) provides investors an insight which gives them that edge.
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Backing the winners
As regular readers know, we like a sports analogy and so let’s think about horse racing for a moment. As a person who goes racing twice a a year for a good day out, I don’t follow racing like I follow other sports. I don’t research the race card before attending and yet I place […]
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Factor facts
One of the most significant investment developments of recent years has been the emergence of factor-based investing as a mainstay of investment management.
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Sprinting for Lent
As we start a new Smart Alpha “Sprint period” for out S&P500 based Strategy, it is worth reviewing how we have performed so far this year.
In Part I of the inquiry, I set out some of the structural problems that the Finance Industry is facing in the wake of the macroeconomic adjustments we experienced over the last 18 months or so and the impact that they have had on portfolio returns both in 2022 and in the future. In part II I take a closer look at the range of investment approaches – from passive to active currently being operated in the market and at the types of investment models underpinning them.