Retirement Solutions | Investment Insight
July 26, 2022
Why alternatives in your retirement portfolio
Watch Apollo CEO Marc Rowan and Lead Portfolio Manager Matt O’Mara discuss how alternatives might help address the challenges faced today by investors in public markets.
The end of a long period of loose monetary conditions—combined with other secular shifts taking place in financial markets today—have coalesced to challenge the long-held mantra that a 60/40 portfolio of public equities and bonds is the key to a successful retirement plan. In this video, Apollo CEO Marc Rowan and Lead Portfolio Manager Matt O’Mara discuss how alternatives might help investors address this unique challenge.
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Hear from leaders across our business – from credit to equity to retirement solutions and more – as they discuss our market views and strategy for growth heading into 2026.
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Credit | Investment Insight
Credit Opportunities in 2026: From a Seller’s Market to a Buyer’s Market
John Cortese, Partner, Co-Head of Corporate Credit, explains how AI capex and M&A resurgence are shaping credit's most dynamic opportunity set in years.
As 2026 begins, investors face a resilient yet pressured US economy, persistent inflation, and powerful fiscal and AI-driven tailwinds. We explore what this means for investors across asset classes and around the world.
