In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Slok and Vice Chairman of Global Real Estate Philip Mintz discuss where they see opportunities amid a still-volatile macroeconomic environment.
In a wide-ranging conversation, the episode explores credit, equity, and real estate relative valuations; real-estate investments in the sunbelt and other “non-gateway” cities; what portfolio allocations might look like in 2024, and much more.
Tags
Market Insight | View from Apollo
December 07, 2023
More Episodes
Market Insight | View from Apollo
December 07, 2023
This Series
Market Insight | View from Apollo
December 07, 2023
Play Next
February 13, 2024
December 28, 2023
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.
Apollo Chief Economist Torsten Sløk and co-head of Sponsor and Secondary Solutions (S3) Steve Lessar discuss how private equity secondary markets can create opportunities for investors seeking diversification in an environment where rates are seen higher for longer and public equity valuations remain lofty.
J.P. Vicente, Global Head of Content Strategy for Client and Product Solutions and Alexander Wright, Partner and Global Wealth Strategist at Apollo, discuss the current state of the capital markets, including reading the Fed’s tea leaves, asset allocation in 2024, and the growing deployment of alternatives in wealth portfolios.
