Insights & News

Catch up on our latest news and updates, including timely and thought-provoking perspectives on the industry, markets and our business from Apollo experts.

Apollo Updates

Financing The Global Industrial Renaissance

Apollo stands as a key financing partner for some of the most innovative sectors driving our future. 

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Our Featured Insights

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Architectural photo of staggered vertical metal columns on a contemporary building, with warm sunset reflections in coral and orange against cool, dark shadows.
Endowments and foundations (E&F) face a particular portfolio construction challenge: meeting current spending needs while preserving the long-term real value of principal. In most cases, the capital base is perpetual, and the portfolio must support distributions year after year without impairing future purchasing power. For many E&Fs, the traditional barbell approach—cash on one side, illiquid equity on the other—may no longer be enough. Private IG can deliver investment-grade credit exposure through bespoke origination across corporate credit, asset-backed finance, and structured solutions. For endowments and foundations, that can mean high-quality income with a premium spread to public credit, alongside structural protections and limited correlation to traditional risk-seeking assets. Used selectively, Private IG can help institutions support spending needs while building a more balanced and resilient portfolio.
Architectural photo of staggered vertical metal columns on a contemporary building, with warm sunset reflections in coral and orange against cool, dark shadows.
How geopolitics and system constraints are combining to catalyze investment across the energy supply chain throughout the continent
Abstract Green text 28:34
Credit fundamentals remain strong, but rising interest rates, AI disruption and growing dispersion across sectors are reshaping the direct-lending landscape. Apollo Partner and Co-Head of Global Performing Credit Jim Vanek joins host Tal Barak Harif to discuss where we are in the credit cycle, why current market conditions may be creating more attractive opportunities for lenders, and how Apollo is navigating the risks and opportunities ahead.
Abstract Green text 27:07
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? Diana Sands and equity product specialist Bryn Gostin dive into what's actually changed in the market, how drawdown and evergreen structures can play distinct roles in a portfolio and what it takes to construct a durable PE allocation when the old playbook no longer applies.
Learn how asset-backed finance (ABF) differs from corporate credit, the dimensions that shape an allocation, and the roles ABF can play.
Abstract Green text 29:46
From digital to power grid modernization, from transport to environmental services, infrastructure represents a projected $75+ trillion in investment over the next decade. Apollo Partners Harry Seekings and Vittorio Lacagnina have spent decades in infrastructure investing, and here they discuss what Seekings sees as a “generational” opportunity. They also discuss how Apollo approaches the asset class across the full capital structure and why the potential for stable cash flows, inflation protection and low correlation to public markets can make infrastructure a significant portfolio diversifier for both institutional and wealth investors.

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Apollo Updates

Bloomberg

Purchase Price Matters

Apollo’s Sambur sees prolonged period of software pain for private equity. 

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Black-and-white portrait of Apollo Partner Sambur seated in conversation, gesturing while discussing software sector challenges and private equity trends in asset management and private markets.

Bloomberg Deals

Apollo’s Antoine Munfakh Sees Private Equity Going Back to Basics  

Apollo Private Equity is focused on purchase price, operational improvement and real-economy businesses. 

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Bloomerg New Economy Forum

A Financial System Built for Purpose

At the Bloomberg New Economy Forum, Marc Rowan joined Ravi Menon for a candid conversation on how global finance is adapting to meet the changing needs of economies. They examined the rise of private markets as engines of long-term investment, the reshaping of public markets, and the mix of capital needed to support the cap-ex needs of critical infrastructure and the energy transition.

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Black-and-white image of Apollo CEO Marc Rowan seated and speaking during an interview-style discussion, set against a soft circular graphic background. The visual reflects leadership perspective on capital allocation, private markets, and the role of long-term asset management in the financial system.

Apollo in the Media

What if the Assumptions We’ve Always Relied on in Finance No Longer Hold True?

Speaking to CNBC’s Robert Frank, Apollo CEO Marc Rowan posed a simple question: What if the assumptions we’ve always relied on in finance no longer hold true?

Watch the Video
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Bloomberg Markets

Torsten Slok Doesn't Follow the Crowd, He Follows the Data

Apollo Chief Economist Torsten Slok is writing a story about tomorrow, one daily email at a time. 

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Torsten Slok

The Daily Spark

Daily Spark Margin Fix

Get exclusive, daily data-driven analysis on the US economy, inflation, and capital markets from Apollo Chief Economist Torsten Slok.

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MONETARY & FISCAL POLICY | MACROECONOMIC INDICATORS & TRENDS
How High Would the Fed Funds Rate Need to Rise to Bring Inflation Back to 2%?

November 02, 2026

A macroeconomic model based on the historical relationship between interest rates, GDP and inflation suggests the Fed would need to raise the Fed funds rate by about 275 basis points, from roughly 4% today to 6.75% by the end of 2027, to bring CPI back to its 2% target. Inflation would not reach target until 2Q27, even with aggressive hikes. The bottom line is that the Fed may be further from its inflation goal than the market currently expects.

MONETARY & FISCAL POLICY | MACROECONOMIC INDICATORS & TRENDS
Inflation Stopped Falling, Now It’s Rising

November 01, 2026

Core PCE inflation is supposed to be 2%. Unfortunately, it has been 3% for three years, and it is now moving higher, see chart below. This is the reason why the market is pricing that more Fed hikes are coming.

MACROECONOMIC INDICATORS & TRENDS
The Economy Is Less K-Shaped than You Think

October 31, 2026

New data from the Fed shows that the US consumer is less K-shaped than commonly perceived. The first chart below shows that nominal spending growth has been broadly similar across income groups since 2024, all running at roughly 4-5% YoY. The second chart shows that household net worth has risen substantially across the income distribution since 2019, including by around 80% for the bottom 20%.

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Investment Insights

Architectural photo of staggered vertical metal columns on a contemporary building, with warm sunset reflections in coral and orange against cool, dark shadows.
Endowments and foundations (E&F) face a particular portfolio construction challenge: meeting current spending needs while preserving the long-term real value of principal. In most cases, the capital base is perpetual, and the portfolio must support distributions year after year without impairing future purchasing power. For many E&Fs, the traditional barbell approach—cash on one side, illiquid equity on the other—may no longer be enough. Private IG can deliver investment-grade credit exposure through bespoke origination across corporate credit, asset-backed finance, and structured solutions. For endowments and foundations, that can mean high-quality income with a premium spread to public credit, alongside structural protections and limited correlation to traditional risk-seeking assets. Used selectively, Private IG can help institutions support spending needs while building a more balanced and resilient portfolio.
Architectural photo of staggered vertical metal columns on a contemporary building, with warm sunset reflections in coral and orange against cool, dark shadows.
How geopolitics and system constraints are combining to catalyze investment across the energy supply chain throughout the continent
Abstract Green text 28:34
Credit fundamentals remain strong, but rising interest rates, AI disruption and growing dispersion across sectors are reshaping the direct-lending landscape. Apollo Partner and Co-Head of Global Performing Credit Jim Vanek joins host Tal Barak Harif to discuss where we are in the credit cycle, why current market conditions may be creating more attractive opportunities for lenders, and how Apollo is navigating the risks and opportunities ahead.

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