In a new episode of The View from Apollo podcast, Apollo Global Head of Content Strategy for Client and Product Solutions J.P. Vicente and Chief Economist Torsten Slok discuss the implications of the Fed’s surprising December 2023 pivot and the potential impact we will see on the economy and capital markets in 2024.
It’s a wide-ranging conversation, covering the outlook for rates, inflation, consumer spending, corporate profits, bank lending and a whole lot more.
The View from Apollo features conversations with thought leaders across Apollo and portfolio companies of funds managed by Apollo, each bringing their unique perspectives on current macroeconomic trends, the impact to various businesses and what it can mean for investors.
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Market Insight | View from Apollo
December 28, 2023
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Market Insight | View from Apollo
December 28, 2023
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Market Insight | View from Apollo
December 28, 2023
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December 07, 2023
Private-equity secondaries have developed into a core alternatives allocation for many investors. Led by the expanding opportunity in GP-led secondaries and heightened liquidity needs, we believe the secondaries market for PE will double or triple in size in the next five years.
In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Slok speaks with Jim Vanek, Co-Head of Global Performing Credit at Apollo, about what a “higher for longer” interest-rate environment can mean for investors in private credit markets, and where they see opportunities arising for investors in the months ahead.
Real Assets | Investment Insight
Mind the (Funding) Gap: Finding Opportunities in Real Estate Debt Amid Dislocation
Higher interest rates have pressured real estate prices, but fundamentals remain stable across most property types. In this class, Scott Weiner, Global Head of RE Credit, examines the state of the real estate market and discusses the opportunity in RE debt in light of wider spreads, more lender-friendly terms, and significant refinancing needs.
