Market Insight | View from Apollo
July 31, 2023

Can Alternatives Replace Public Equity?

Share

About the Author

avatar

Torsten Slok

Partner, Chief Economist

About the Author

avatar

Torsten Slok

Partner, Chief Economist

Share

Listen to Chief Economist Torsten Sløk talk with Matt O’Mara, a Partner in Apollo’s Insurance Solutions Group, and Keith Black, Adjunct Faculty at the University of Massachusetts, about the concept of public equity replacement. Drawing from the work presented in their latest white paper, Matt and Keith argue how a portfolio of alternatives can keep the positive traits of public equity while mitigating its vulnerabilities. Learn how, why, and much more in this thought-provoking episode.

Subscribe today on Spotify.

Tags

Podcast Equity Market Insight View from Apollo
Market Insight | View from Apollo
July 31, 2023

More Episodes

Market Insight | View from Apollo
July 31, 2023
This Series
Subscribe
view from apollo logo
The View from Apollo

December 30, 2020

Recommended For You

Apollo’s podcast explores timely market insights from the Chief Economist of Apollo Global Management, Dr. Torsten Slok. The podcast features in-depth conversations about real asset investing, asset allocation, and alternative assets as market conditions evolve. 22:34
Steve Lessar, Diana Sands and Alexander Wright June 03, 2026
As traditional private equity strategies face longer holding periods, a record exit backlog and slower distributions, secondaries are becoming an increasingly relevant complement.
Modern residential building with layered balconies covered in dense greenery and trees, illustrating sustainable urban design and real assets in private markets, aligned with themes of private credit and long-term asset allocation
Brian Weinstein May 12, 2026
Private investment-grade credit is reshaping portfolio construction by expanding the investment-grade universe beyond traditional public markets. As credit markets evolve, investors are reassessing how Private IG can enhance income, diversification and overall portfolio outcomes.
Logo tile for “The View from Apollo” podcast, featuring an illustration of an eye and accompanying a discussions on asset allocation, and alternative investment strategies amid shifting market conditions. 22:50
Brian Weinstein and John Cortese May 11, 2026
In our second Convergence episode on the merging of private and public credit markets, partners Brian Weinstein and John Cortese unpack how rapidly shifting conditions are reshaping where and how investors find opportunity.

Social

Explore Apollo

More Information

Governance

Apollo © Apollo Global Management, Inc. 2026 All Rights Reserved.