Companies in Europe are facing unprecedented levels of demand for capital driven by energy transition, industrial revitalization and other long-term growth priorities. Jim Zelter discusses our growing high-grade activity in Europe, from EDF, BP, Air France-KLM, RWE and, most recently, committing €3bn to Bayer in Germany.
As an aging population increases demand for retirement income and companies look beyond traditional bank lending, Apollo CEO Marc Rowan and Eiji Ueda, Partner and Head of Asia Pacific, reflect on how inflation, governance reform and corporate discipline are reshaping Japan’s investment landscape.
Apollo’s John Zito and State Street’s Yie-Hsin Hung on why private markets belong in retail portfolios, and what the next credit cycle could look like.