In this episode of The View from Apollo, Chief Economist Torsten Slok lays out the key forces shaping the 2026 macro landscape.
He explains why the US economy has remained surprisingly resilient despite pronounced headwinds and how AI-driven investment, fiscal policy and easing energy prices are setting the stage for a potential rebound.
The View from Apollo takes you inside one of the world’s leading asset managers as it navigates changing markets and uncovers opportunity in private credit, private equity, real assets, and beyond. Conversations with Apollo’s leaders and strategists give you a front-row seat to their ideas and analysis on portfolio management and the evolution of private markets. Learn how leading investors think about risk, value creation, and where alpha lives.
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Market Insight | View from Apollo
December 18, 2025
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Market Insight | View from Apollo
December 18, 2025
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As 2026 begins, investors face a resilient yet pressured US economy, persistent inflation, and powerful fiscal and AI-driven tailwinds. We explore what this means for investors across asset classes and around the world.
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