Insights

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Investment Insight Inside the Consultant Conversation: A Q&A with Holly Goodrich and Stephanie Lane
October 30, 2026
Holly Goodrich, Global Head of Consultant & OCIO Relations, and Stephanie Lane, Consultant & OCIO Relations Strategy, discuss how consultants and OCIOs are rethinking portfolio construction, expanding into new client segments and building partnerships focused on long-term client outcomes.
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Investment Insight Europe’s Age of Energy Reinvention
October 28, 2026
How geopolitics and system constraints are combining to catalyze investment across the energy supply chain throughout the continent
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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
October 16, 2026
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
October 05, 2026
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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September 30, 2026
As 2026 enters its final stretch, Apollo Chief Economist Torsten Slok joins The Allocation to discuss the latest shifts in the economy and markets.
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
September 17, 2026
Record issuance from the AI buildout is creating a broader menu of opportunities for fixed income investors across public and private markets.
September 15, 2026
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
September 11, 2026
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
September 03, 2026
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.
August 26, 2026
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
August 24, 2026
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
August 21, 2026
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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