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.
Tags
At Apollo, we encourage everyone to get involved with purpose-driven leadership via non-profit board service. It is important to our firm and culture and is a win-win-win: Our leaders grow, our firm impact expands, and our communities strengthen.
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.
The AI boom isn’t coming. It’s here. And we believe it’s reshaping global markets at a scale few are prepared for.