Market Insight | Overheard at Apollo
March 09, 2023
Overheard @ Apollo: The Media & Entertainment Industry
Private Equity Partner Aaron Sobel shares his views on the key trends impacting media and entertainment and his outlook for the industry amid the ongoing ‘content wars’ for the first edition of Overheard @ Apollo, our series of unfiltered insights from experts across the platform.
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Apollo believes Investment Grade Private has the potential to generate attractive risk-adjusted returns but has been overlooked because it doesn’t fit neatly into the current asset allocation framework.
The US economy remains strong with no signs of a major slowdown going into 2025. We see interest rates staying higher for longer on a relative basis (regardless of the Fed’s easing campaign) as inflation remains above target, employment strong, and spending robust.
Change is the only constant, and impactful change demands bold investment. Apollo stands as a key financing partner for the most innovative sectors driving our future.
