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Adjusting Portfolio Allocations in Times of Market Uncertainty
With inflation still not fully tamed, stock valuations high, and bond spreads tight, what’s an investor seeking diversification to do? In his latest paper, Apollo Partner & Global Wealth Strategist Alexander Wright argues that private markets—both equity and debt—might offer solutions amid expected continued volatility.
Adjusting Portfolio Allocations Amid an Uncertain Outlook
J.P. Vicente, Global Head of Content Strategy for Client and Product Solutions and Alexander Wright, Partner and Global Wealth Strategist at Apollo, discuss the current state of the capital markets, including reading the Fed’s tea leaves, asset allocation in 2024, and the growing deployment of alternatives in wealth portfolios.
Apollo Targets Asian Wealth Amid “Golden Era” for Private Credit
Chief Client and Product Development Officer Stephanie Drescher and Head of APAC Wealth Ed Moon spoke to Asian Private Banker about the benefits we believe alternatives can bring to individuals portfolios and Apollo’s commitment to global wealth in Asia-Pacific and around the world.
In Conversation with Top-Ranked PGA TOUR Golfer Patrick Cantlay
Meet Apollo and Athene's new brand partner, Patrick Cantlay.
What’s Next After the Fed “Pivot?”
Apollo Global Head of Content Strategy for Client and Product Solutions J.P. Vicente and Chief Economist Torsten Slok discuss the implications of the Fed’s surprising December 2023 pivot and the potential impact we will see on the economy and capital markets in 2024. It’s a wide-ranging conversation, covering the outlook for rates, inflation, consumer spending, corporate profits, bank lending and a whole lot more.
2024 Outlook: What’s Next After the “Fed Pivot”?
The “Fed pivot” in December to a dovish stance underscores the rapidly shifting outlook for both growth and inflation. Going into 2024, we still see upside risks to inflation, downside risks to growth, and expect rates to stay higher and for longer than the rest of the market does. In this paper and upcoming class, Chief Economist Torsten Slok will discuss the implications for corporate growth, banking, consumer spending, and financial markets.
Where to Find Opportunities in a Shifting Economic Landscape?
Apollo Chief Economist Torsten Slok and Vice Chairman of Global Real Estate Philip Mintz discuss investment opportunities amid a still-volatile economic environment. They cover a lot: credit, equity, and real estate valuations, portfolio allocations, and much more.
Bloomberg TV: Live On Air From Apollo
Hear from leaders across our business – from credit to equity to retirement solutions and more – as they discuss our market views and strategy for growth heading into 2024.
Infrastructure Investing: A Resilient Alternative in Times of High Inflation and Rates
In an environment characterized by stubbornly high inflation and elevated interest rates, private infrastructure has displayed remarkable resilience. In this paper, we illustrate why innate traits like inflation protection, recent US government policy, and game-changing innovations in AI make us bullish about infrastructure’s long-term prospects.

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