Secondaries | Investment Insight
March 30, 2023
The Expanding Opportunities for Sponsor and Secondary Solutions
Today, investors face a unique and challenging macroeconomic environment, defined by tightening monetary and financial conditions, inflation and volatility. Against this uncertain backdrop, we believe that there will be an increased desire for liquidity and that private market secondaries are poised to offer flexible capital and creative solutions to both LPs and GPs.
Veena Isaac | Co-Head of Apollo Sponsor & Secondary Solutions (S3)
Steve Lessar | Co-Head of Apollo Sponsor & Secondary Solutions (S3)
Konnin Tam | Co-Head of Apollo Sponsor & Secondary Solutions (S3)
We believe that flexible, opportunistic, and diversified secondary strategies could be well positioned to capitalize on distress and dislocation to provide investors with excess return per unit of risk. We see a compelling opportunity set for nimble secondaries market investors who can provide a range of tailored investment solutions, particularly in mid-sized secondaries transactions.
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Private-equity secondaries have developed into a core alternatives allocation for many investors. Led by the expanding opportunity in GP-led secondaries and heightened liquidity needs, we believe the secondaries market for PE will double or triple in size in the next five years.
Real Assets | Investment Insight
Mind the (Funding) Gap: Finding Opportunities in Real Estate Debt Amid Dislocation
Higher interest rates have pressured real estate prices, but fundamentals remain stable across most property types. In this class, Scott Weiner, Global Head of RE Credit, examines the state of the real estate market and discusses the opportunity in RE debt in light of wider spreads, more lender-friendly terms, and significant refinancing needs.
Credit | Investment Insight
The Evolution of ESG Credit at Apollo (Volume II): Driving Value Creation at Scale
The whitepaper builds on Apollo’s longstanding commitment to transparency and expertise in credit strategies by providing an in-depth look into how the Apollo ESG credit platform has significantly scaled to support a range of strategies and innovative transactions.
