Investment Insight
September 18, 2021
Torsten Slok talks inflation on Barron’s Roundtable
Our Chief Economist Torsten Slok recently joined Barron's Roundtable on Fox Business to discuss his views on rising inflation concerns.
He explained that while many experts consider inflation fears to be temporary—driven by impacts from COVID—there are three different driving factors which may cause inflation worries to be more permanent: labor shortages and rising wages, rising housing prices, and lingering supply chain problems.
“We could have an inflation problem that’s going to last least until the end of this year, and potentially well into next year,” he said.
Additional discussion topics included: the Delta variant’s ongoing market impacts and the potential market implications if there’s an impasse over the upcoming U.S. debt ceiling deadline in October.
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Investment Insight | Regional Spotlight
Regional Q&A: Apollo in Japan with Tetsuji Okamoto and Noriaki Matsuo
Tetsuji Okamoto and Noriaki Matsuo recently sat down for a Q&A to discuss the growing need for retirement income in Japan's aging society and how private market strategies can help investors weather periods of market volatility.
Equity | Investment Insight
Building Better Businesses: How Apollo Equity Helps Drive Value Through Portfolio Company Decarbonization
The whitepaper builds on Apollo’s longstanding commitment to transparency and expertise in equity strategies by providing an in-depth look into how the Apollo Responsible and Sustainable Operations team helps drive value through portfolio company decarbonization.
Demand booms for low-liquidity, higher-return credit assets, Marc Rowan says