Market Insight | Overheard at Apollo
June 05, 2023
Overheard @ Apollo: Apollo Funds' Agreement to Acquire Arconic
Following Apollo Funds' recent $5bn agreement to acquire Arconic, Partner Gareth Turner discusses the growing demand for aluminum solutions across a wide range of industrial end markets and outlines a number of compelling sustainability benefits the material can offer versus more traditional alternatives. Listen to the latest episode of Overheard @ Apollo
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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.
