Equity | Investment Insight
April 10, 2023
Apollo Answers: What Is Liquidity?
Liquidity is a much-debated concept in investing because it is tied to a basic question most people have when they are considering a new investment: “When can I get my money back?” We tackle that question and more in the first episode of “Apollo Answers,” a new Apollo Academy series. Watch it now.
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Equity | Investment Insight
Building Better Businesses: How Apollo Equity Helps Drive Value Through Portfolio Company Decarbonization
The whitepaper builds on Apollo’s longstanding commitment to transparency and expertise in equity strategies by providing an in-depth look into how the Apollo Responsible and Sustainable Operations team helps drive value through portfolio company decarbonization.
The buoyant demand for corporate debt that propped up primary markets this year came alongside pockets of distress in the riskier parts of the market. We expect this divergence to persist through 2024. In this outlook, we’ll explore the bifurcation in the market, investment themes—from AI to elections—in opportunistic credit, the vanishing liquidity premium in investment grade debt, and the relative value of BDC’s unsecured debt.
While the Fed’s rate hikes have reigned in growth, especially among over-levered consumers, corporates, and banks, the easing of financial conditions since the “Fed pivot” in December continues to offset the effect of higher rates. For the rest of 2024, we expect economic growth to be higher than consensus and inflation to stay above the Fed’s target. We see no Fed cuts in 2024.
