Market Insight | Overheard at Apollo
March 26, 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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41:41
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.
20:19
AI investment, fiscal stimulus and an ongoing industrial renaissance continue to power the US economy. Yet geopolitical shocks, tariff shifts and inflation above target are creating persistent crosscurrents that complicate the outlook.
