On Balance
Yet again, the financial industry has had to start the year on the back foot. As lists of dramatic fund level underperformances circulate in the media, the explanations, rationalisations and justifications for failure are being delivered via fund reports and year ahead presentations.
We have recently introduced a new feature on the Apollo Edge platform that allows investors to “Smart Filter” their portfolios or watchlists at the stock level, using our proprietary investment factor groupings of Value, Re-rating, Growth or De-rating.
How Apollo signals can help to gauge the market. As a first blogpost, it seemed timely to showcase how some of the Apollo signals and indicators can inform us about the prospects for the US market over the next twelve months.