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General Smart Alpha Stock View Uncategorized

A picture paints a 1000 words

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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General Market Dynamics Stock View Uncategorized

French Toast

President Macron’s decision to call a snap election has had a dramatic effect on bond and equity markets to the extent that and even before Marine Le Pen offered a concilliatory olive branch, we were looking at some Indicators and signals coming from Apollo that might suggest some interesting investment opportunities are beginning to show […]

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View from the Edge

Gimme Credit

The consequence of recent events (SVB) meant that the market had to reconsider the discount rate being applied to future cash and the repricing meant the sector has come back to the Orange line – FV. A moment that we call ‘back to value’ – zero premium to present value so surely an opportunity to buy?