Market Insight | Overheard at Apollo
March 27, 2023
Overheard @ Apollo: The Private Capital vs. Bank Model
Listen to Partner and Co-Head of Global FIG Christopher Edson share his quick take on the evolving regional bank crisis and role of private capital in the latest episode 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.
