Market Insight | Overheard at Apollo
April 13, 2023
Overheard @ Apollo: On the March CPI Report
On the latest episode of Overheard @ Apollo, our series of unfiltered insights from experts across the platform, we hear from Chief Economist Torsten Slok, who breaks down the March CPI report and discusses the implications for the broader economy.
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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.
During an interview with Bloomberg’s Dani Burger, Apollo Co-President Scott Kleinman covered a wide range of topics including our commitment to generating excess return for investors.
