Real Assets | Investment Insight
February 28, 2023
Infrastructure Investing: Embracing Complexity in Times of Structural Change
After a tumultuous 2022, the US economic outlook for 2023 remains cloudy. Renewed uncertainty about inflation and the Fed means markets will continue to be volatile. With that in mind, we believe that infrastructure can offer key attributes—downside protection, low correlation to markets, potential protection against inflation—for investors deploying capital today.
We believe that a nuanced infrastructure investment strategy with a disciplined, price-conscious investing mindset—purchase price matters—is more crucial than ever. We see the middle-market as the most fertile ground for opportunity, especially at a time when the large capitalization space is awash in capital.
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Credit | Investment Insight
The Evolution of Sustainable Credit & Platforms at Apollo (Volume IV): Expanding the Reach of Sustainability
Building on Apollo’s longstanding commitment to transparency, this whitepaper provides an in-depth look into the foundational approach and recent developments undertaken by our Sustainable Credit & Platforms Team.
Software markets have experienced heightened volatility in recent weeks as rapid advances in generative AI have forced investors to reassess the durability of long-standing SaaS business models.
In a higher-rate world, generating alpha in private equity increasingly centers on going back to the basics: disciplined buying, operational value creation and flexible exits.
