Market Insight | Overheard at Apollo
May 07, 2023
Overheard @ Apollo: The US CLO Market
“As you hit a certain size and scale in the market, it gives investors the confidence to access the asset class…there's a whole host of reasons why the market is growing so much.”
Co-Head of Asset-Backed Finance Bret Leas speaks to the growth and evolution of the $1 trillion US CLO market in the latest episode of Overheard @ Apollo
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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.
