Credit | Case Study
Innovative Capital Solutions
Apollo’s credit business is uniquely positioned to provide companies like AB InBev with the long-term, creative capital solutions they need to grow.
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Speaking to CNBC’s Robert Frank, Apollo CEO Marc Rowan posed a simple question: What if the assumptions we’ve always relied on in finance no longer hold true?
In 2025’s turbulent market environment, one corner of private credit is enjoying its moment in the sun: asset-backed finance. In this episode of The View from Apollo, Bret Leas, Apollo’s Co-Head of Asset-Backed Finance, explains how this estimated $20 trillion global market works.
Resilient fundamentals and robust technicals drove credit performance in the first half of 2025. Despite tariff headlines, geopolitical tensions, and policy volatility, credit held firm. Solid fundamentals, strong demand, and limited new supply helped anchor spreads. We expect these supportive dynamics to persist through year-end.