Market Insight | Overheard at Apollo
December 10, 2023
Overheard @ Apollo: 2024 Private Equity Outlook
Co-Head of Equity David Sambur recently shared his outlook for private equity investing in 2024, including a potential uptick in public-to-private transactions, on the latest episode of Overheard @ Apollo.
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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.
In a higher-rate world, generating alpha in private equity increasingly centers on going back to the basics: disciplined buying, operational value creation and flexible exits.
