Market Insight | Overheard at Apollo
March 08, 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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The evolving macro environment is prompting a shift in mindset from capital preservation toward more dynamic investment decisions.
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Market Insight | View from Apollo
Private Equity Portfolios: Three Key Dimensions of Diversification
Diversification has long been a cornerstone of investing, but what does it really mean in private equity today? In this episode, lead equity product specialist Bryn Gostin explores how diversification across managers, company size and sectors can help support more resilient portfolios in today’s evolving landscape.
Software has been one of private equity’s most active sectors over the past decade, supported by recurring revenue, leverage and expanding multiples. Today, that model is being reassessed. Higher interest rates and accelerating AI disruption are challenging long-held assumptions around growth durability and valuation.
