Market Insight | Overheard at Apollo
September 21, 2023
Overheard @ Apollo: Climate Week
Chair of Apollo's Global Climate Council Jonathan Silver shares key takeaways from Climate Week NYC and his views on the role of private capital in the energy transition in our latest episode of Overheard @ Apollo.
Tags
1:53
The evolving macro environment is prompting a shift in mindset from capital preservation toward more dynamic investment decisions.
41:41
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.
