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Apollo views private credit as a >$40 trillion market, the vast majority of which is investment grade. During a recent Economic Club of Washington, D.C. event with David Rubenstein, CEO Marc Rowan addressed common misunderstandings around the meaning of private credit in today’s market.
Private-equity secondaries have developed into a core alternatives allocation for many investors. Led by the expanding opportunity in GP-led secondaries and heightened liquidity needs, we believe the secondaries market for PE will double or triple in size in the next five years.
Equity | Investment Insight
Building Resilience: Selecting the Right Assets for an Alternatives Portfolio
In this white paper we discuss how alternative investments can be used to help mitigate portfolio volatility, and how investors can make portfolios more resilient by focusing on factors such as cash-flow generation and valuation.
In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Slok speaks with Jim Vanek, Co-Head of Global Performing Credit at Apollo, about what a “higher for longer” interest-rate environment can mean for investors in private credit markets, and where they see opportunities arising for investors in the months ahead.
In conversation with David Rubenstein at the Economic Club of Washington, D.C., Apollo CEO Marc Rowan covered a wide range of topics including how private credit helps fuel the economy, and how the depth and diversity of its funding sources promote resiliency in the financial system while generating much needed investment income for a growing population of retirees.
Real Assets | Investment Insight
Mind the (Funding) Gap: Finding Opportunities in Real Estate Debt Amid Dislocation
Higher interest rates have pressured real estate prices, but fundamentals remain stable across most property types. In this class, Scott Weiner, Global Head of RE Credit, examines the state of the real estate market and discusses the opportunity in RE debt in light of wider spreads, more lender-friendly terms, and significant refinancing needs.
Apollo Chief Economist Torsten Sløk and co-head of Sponsor and Secondary Solutions (S3) Steve Lessar discuss how private equity secondary markets can create opportunities for investors seeking diversification in an environment where rates are seen higher for longer and public equity valuations remain lofty.
Credit | Investment Insight
The Evolution of ESG Credit at Apollo (Volume II): Driving Value Creation at Scale
The whitepaper builds on Apollo’s longstanding commitment to transparency and expertise in credit strategies by providing an in-depth look into how the Apollo ESG credit platform has significantly scaled to support a range of strategies and innovative transactions.
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.
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