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.
Tags
Market Insight | View from Apollo
After the Fed Cut: What’s Next for the Economy and Financial Markets?
In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Slok shares his views on what the recent rate cut by the US Federal Reserve means for the economy and financial markets.
Innovation has helped to destigmatize GP-led transactions, establishing the practice as a mainstream liquidity management tool for GPs today. In this paper, we explore how GP-led deals can offer concentrated exposure to high-quality managers and assets, compounding the overall advantages of secondary strategies.
With rates still expected to stay “higher for longer,” risk premia in public equities and public fixed income is narrow. In our view, private markets can offer options, especially in private equity secondaries, large corporate direct lending, asset-backed finance, and other areas.
