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Investment Spotlight – January 2022
Just three weeks into 2022 and global financial markets have already provided the volatility we were expecting. The value vs growth sectoral rotation has started with vigour and while on the surface...
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Investment Spotlight – April 2022
The first few months of the year have proven to be volatile, overshadowed by the devastating invasion of Ukraine by Russia and the economic impact on commodity prices, but also rife with inflationary...
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Market Update May 2022
Resilience in Volatile Markets 2022 so far has tested the resilience of many investors. The environment has been inundated with geopolitical uncertainty, inflationary figures not seen for many...
View ArticleInvestment Spotlight – July 2022
The second quarter of the year continued to test the resilience of many investors, and those with the traditional 60/40 equity bond portfolio had nowhere to hide from losses. The environment has been...
View ArticleInvestment Spotlight – October 2022
So far, to the end of September 2022, this has been the worse year for a traditional 60/40 (Equity/Bond) portfolio since the Great Depression of the 1930’s. Apollo have been forewarning investors,...
View ArticleApollo Outlook 2023
While it may be a difficult year ahead, we have confidence that for active asset allocators there will be many opportunities to trade markets. The days of the 60:40 portfolio and passive asset...
View ArticleInvestment Spotlight January 2023
2022 could quite simply be summarised as a difficult year for global markets. While equity markets on the whole suffered steep drawdowns, it was the falls in fixed income that took the title for...
View ArticleInvestment Spotlight – May 2023
While the last five years have encompassed exceptional, and sometimes catastrophic, events and this has weighed on asset class returns, we remain optimistic that the portfolios we manage on behalf of...
View ArticleInvestment Spotlight – July 2023
Despite these being very difficult and unclear markets, we believe that patience and observance is the key to generating long term performance. While we can’t predict exactly when or how impactful...
View ArticleInvestment Spotlight – Jan 2024
2023 will go down in history as the year which launched generative AI (Artificial Intelligence) to the general populous and the most anticipated recession of all time failed to materialise. 2024 is...
View ArticleThe Return(s) of the Magnificent Seven
In the original film “The Magnificent Seven,” only three of the seven survive and return for the sequel. In the realm of stocks during periods of market euphoria, we witness a selection of companies...
View ArticleApollo – Successful Absolute Return Investing
Apollo has long supported the view that the traditional 60/40 equity bond portfolio is not the optimal positioning for investment returns. Empirical evidence has shown that diversification is key to...
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