Insights

Aerial view of turquoise ocean waves meeting a sandy shoreline, illustrating shifting conditions as private equity investors consider portfolio construction, asset allocation and manager selection in today’s market. 27:07
Investment Insight | The Allocation Cycle, Structure, Selection: Private Equity Portfolios for Today’s Market
Private equity deal and exit activity have picked up in 2026, but valuations remain elevated and the macro environment is still demanding. How is this shifting PE allocations?
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Aerial view of vehicles crossing a modern cable-stayed bridge, representing real assets and infrastructure investments.  29:46
Market Insight | The Allocation Infrastructure: Today’s “Generational” Investment Opportunity
From digital to power grid modernization, from transport to environmental services, infrastructure represents a projected $75+ trillion in investment over the next decade.
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Market Insight | The Allocation Torsten Slok’s Macro Update: Higher for Longer and the Road to 2027
As 2026 enters its final stretch, Apollo Chief Economist Torsten Slok joins The Allocation to discuss the latest shifts in the economy and markets.
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Overhead view of pedestrians moving in different directions across a broad stone plaza, reflecting the varied paths and allocation considerations that can shape wealth and fixed income portfolios. 36:40
Record issuance from the AI buildout is creating a broader menu of opportunities for fixed income investors across public and private markets.
After four decades of offshoring, a combination of pandemic-era supply shocks, rising geopolitical competition, and renewed policy focus is driving a concerted effort to rebuild America's industrial base.
Abstract architectural pattern of perforated metal panels casting repeating oval shadows, illustrating the infrastructure themes shaping AI investment, markets, and portfolios. 38:44
Between now and 2030, roughly $5 trillion will be spent building the infrastructure for AI. To justify that investment, businesses and individuals will need to spend $2 trillion a year on AI services.
Stylized green illustration of large-scale industrial infrastructure, featuring an elevated structural platform, support framework, and curved ductwork against a neutral background. 1:00
Europe's energy markets are transforming. As companies across the region pursue future growth, the need for infrastructure that can meet the demands of energy expansion, energy transition and digitization is growing, too.
Jim Zelter, President of Apollo Global Management, discusses financing America’s industrial buildout across AI, energy, infrastructure, and manufacturing.
In a Fortune op-ed, Jim Zelter writes that history provides a valuable lesson: periods of industrial transformation have consistently required a new capital architecture.
Older hiker with a backpack walks through tall grass on a hillside overlooking farmland and a winding river, illustrating an active retirement in a rural landscape. 2:19
Apollo has delivered investment solutions across the retirement ecosystem for more than three decades. Together, Apollo and Athene are combining private markets with retirement income solutions designed to support long-term financial security for millions of retirees.
Al Tylis 36:30
Apollo Sports Capital’s newly announced financing agreement with Yankees Global Enterprises represents a watershed moment for investing in sports. It also exemplifies Apollo’s strategic approach to the sports market.
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Sports are no longer just culture or entertainment; they are a scalable, investable asset class. Financing this business is becoming one of today’s most compelling growth stories—and where the next records are poised to be broken.
Speaker seated in a recording studio speaks into a podcast microphone with a city skyline visible through large windows. Side-profile portrait illustrating a discussion on private credit and alternative investments. 1:42
Apollo CEO Marc Rowan sat down with a16z's David Haber to discuss perspectives on what it means to play to win.

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