Market Insight | Overheard at Apollo
June 04, 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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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.
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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.
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Japan is undergoing an economic transformation: structural reforms, regulatory modernization and a renewed focus on corporate governance are unlocking value across industries and creating new opportunities for global investors & the Japanese economy.
